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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 | $21,178 | $67,606-68.7% | $82,313-74.3% | $70,124-69.8% |
| Participation rate | 55.7% | 72.8%-17.1pp | 76.9%-21.2pp | 69.5%-13.9pp |
| Annual return | 16.46% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,549 | $1,755-11.7% | $2,428-36.2% | $2,342-33.9% |
| Participant deferral / active EE | $2,037 | $2,987-31.8% | $3,706-45.0% | $3,332-38.9% |
| Admin fee / account holder | $2,991 | $4,512-33.7% | $5,608-46.7% | $4,645-35.6% |