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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 | $12,962 | $64,462-79.9% | $81,482-84.1% | $80,911-84.0% |
| Participation rate | 62.8% | 63.9%-1.1pp | 69.5%-6.7pp | 67.6%-4.9pp |
| Annual return | 11.71% | 16.35%-4.6pp | 24.79%-13.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,268 | $1,979-35.9% | $2,463-48.5% | $2,756-54.0% |
| Participant deferral / active EE | $2,185 | $3,094-29.4% | $3,885-43.8% | $4,297-49.1% |
| Admin fee / account holder | $6,524 | $5,678+14.9% | $5,761+13.2% | $6,935-5.9% |