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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 | $16,481 | $76,551-78.5% | $123,894-86.7% | $62,881-73.8% |
| Participation rate | 62.8% | 73.0%-10.2pp | 81.4%-18.6pp | 69.3%-6.5pp |
| Annual return | 7.57% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,544 | $2,882-46.4% | $4,617-66.5% | $2,281-32.3% |
| Participant deferral / active EE | $2,520 | $4,840-47.9% | $5,984-57.9% | $3,203-21.3% |
| Admin fee / account holder | $4,166 | $4,826-13.7% | $8,357-50.2% | $4,296-3.0% |