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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 | $16,936 | $72,471-76.6% | $94,215-82.0% | $86,983-80.5% |
| Participation rate | 51.6% | 63.9%-12.2pp | 70.0%-18.3pp | 69.5%-17.9pp |
| Annual return | 20.42% | 26.44%-6.0pp | 28.22%-7.8pp | 25.83%-5.4pp |
| Employer contribution / active EE | $1,252 | $1,936-35.3% | $2,675-53.2% | $2,584-51.6% |
| Participant deferral / active EE | $1,972 | $3,397-41.9% | $4,276-53.9% | $4,194-53.0% |
| Admin fee / account holder | $1,536 | $6,468-76.3% | $10,216-85.0% | $7,856-80.4% |