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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 | $18,690 | $76,551-75.6% | $123,894-84.9% | $62,881-70.3% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 18.27% | 18.68%-0.4pp | 47.52%-29.2pp | 20.14%-1.9pp |
| Employer contribution / active EE | $2,154 | $2,882-25.3% | $4,617-53.3% | $2,281-5.6% |
| Participant deferral / active EE | $4,519 | $4,840-6.6% | $5,984-24.5% | $3,203+41.1% |
| Admin fee / account holder | $588 | $4,826-87.8% | $8,357-93.0% | $4,296-86.3% |