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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 | $15,871 | $79,557-80.1% | $118,746-86.6% | $70,124-77.4% |
| Participation rate | 65.5% | 71.4%-5.8pp | 78.3%-12.8pp | 69.5%-4.0pp |
| Annual return | 15.51% | 25.64%-10.1pp | 24.54%-9.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,151 | $2,861-59.8% | $4,193-72.5% | $2,342-50.9% |
| Participant deferral / active EE | $2,828 | $4,089-30.8% | $5,332-47.0% | $3,332-15.1% |
| Admin fee / account holder | $2,111 | $5,374-60.7% | $10,720-80.3% | $4,645-54.5% |