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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 | $17,831 | $81,446-78.1% | $103,374-82.8% | $80,874-78.0% |
| Participation rate | 47.4% | 66.9%-19.4pp | 74.5%-27.1pp | 67.6%-20.2pp |
| Annual return | 17.93% | 25.57%-7.6pp | 24.89%-7.0pp | 35.62%-17.7pp |
| Employer contribution / active EE | $2,096 | $3,107-32.5% | $3,869-45.8% | $2,756-23.9% |
| Participant deferral / active EE | $2,514 | $3,870-35.0% | $5,058-50.3% | $4,297-41.5% |
| Admin fee / account holder | $516 | $6,715-92.3% | $8,394-93.9% | $6,935-92.6% |