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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 | $14,063 | $86,949-83.8% | $102,460-86.3% | $80,959-82.6% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.7%-8.2pp |
| Annual return | 14.86% | 18.89%-4.0pp | 29.47%-14.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,632 | $2,370-31.1% | $3,025-46.1% | $2,757-40.8% |
| Participant deferral / active EE | $2,272 | $4,121-44.9% | $5,056-55.1% | $4,300-47.2% |
| Admin fee / account holder | $645 | $8,048-92.0% | $9,460-93.2% | $6,925-90.7% |