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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 | $17,588 | $83,485-78.9% | $125,180-85.9% | $72,983-75.9% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 18.78% | 25.78%-7.0pp | 43.79%-25.0pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,162 | $2,346-50.5% | $3,866-70.0% | $2,440-52.4% |
| Participant deferral / active EE | $1,970 | $3,586-45.1% | $4,937-60.1% | $3,608-45.4% |
| Admin fee / account holder | $3,509 | $5,518-36.4% | $9,703-63.8% | $5,124-31.5% |