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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 | $15,282 | $77,574-80.3% | $108,753-85.9% | $86,983-82.4% |
| Participation rate | 58.6% | 62.3%-3.7pp | 71.1%-12.5pp | 69.5%-10.9pp |
| Annual return | 17.50% | 18.42%-0.9pp | 37.47%-20.0pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,132 | $1,611-29.7% | $2,427-53.4% | $2,584-56.2% |
| Participant deferral / active EE | $1,442 | $3,128-53.9% | $4,115-65.0% | $4,194-65.6% |
| Admin fee / account holder | $1,468 | $6,529-77.5% | $10,320-85.8% | $7,856-81.3% |