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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 | $17,302 | $53,774-67.8% | $134,162-87.1% | $79,856-78.3% |
| Participation rate | 45.5% | 58.8%-13.3pp | 72.2%-26.7pp | 69.6%-24.2pp |
| Annual return | 17.08% | 19.01%-1.9pp | 36.35%-19.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $870 | $1,322-34.2% | $3,705-76.5% | $2,471-64.8% |
| Participant deferral / active EE | $1,048 | $2,420-56.7% | $3,500-70.1% | $3,741-72.0% |
| Admin fee / account holder | $3,537 | $3,985-11.2% | $6,685-47.1% | $5,306-33.4% |