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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 | $14,166 | $110,137-87.1% | $161,149-91.2% | $82,637-82.9% |
| Participation rate | 55.9% | 72.4%-16.5pp | 78.8%-23.0pp | 68.1%-12.2pp |
| Annual return | 23.09% | 20.69%+2.4pp | 21.16%+1.9pp | 53.51%-30.4pp |
| Employer contribution / active EE | $1,619 | $2,856-43.3% | $4,360-62.9% | $2,552-36.6% |
| Participant deferral / active EE | $2,156 | $4,575-52.9% | $6,153-65.0% | $4,126-47.7% |
| Admin fee / account holder | $2,023 | $9,467-78.6% | $15,194-86.7% | $7,339-72.4% |