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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,147 | $95,404-84.1% | $113,397-86.6% | $82,637-81.7% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.5%-9.0pp | 68.1%-0.5pp |
| Annual return | 20.01% | 19.08%+0.9pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,415 | $2,307-38.7% | $2,977-52.5% | $2,552-44.6% |
| Participant deferral / active EE | $2,132 | $4,220-49.5% | $5,076-58.0% | $4,126-48.3% |
| Admin fee / account holder | $836 | $9,168-90.9% | $11,957-93.0% | $7,339-88.6% |