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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 | $17,696 | $86,949-79.6% | $102,460-82.7% | $80,959-78.1% |
| Participation rate | 62.2% | 72.4%-10.2pp | 76.5%-14.3pp | 67.7%-5.4pp |
| Annual return | 15.19% | 18.89%-3.7pp | 29.47%-14.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,700 | $2,370-28.2% | $3,025-43.8% | $2,757-38.3% |
| Participant deferral / active EE | $3,508 | $4,121-14.9% | $5,056-30.6% | $4,300-18.4% |
| Admin fee / account holder | $3,621 | $8,048-55.0% | $9,460-61.7% | $6,925-47.7% |