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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 | $14,379 | $81,446-82.3% | $103,374-86.1% | $80,874-82.2% |
| Participation rate | 54.1% | 66.9%-12.8pp | 74.5%-20.5pp | 67.6%-13.6pp |
| Annual return | 10.90% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,391 | $3,107-23.0% | $3,869-38.2% | $2,756-13.2% |
| Participant deferral / active EE | $3,712 | $3,870-4.1% | $5,058-26.6% | $4,297-13.6% |
| Admin fee / account holder | $7,908 | $6,715+17.8% | $8,394-5.8% | $6,935+14.0% |