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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 | $20,715 | $86,940-76.2% | $102,434-79.8% | $80,935-74.4% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.7%-10.0pp |
| Annual return | 11.86% | 18.89%-7.0pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,719 | $2,370-27.5% | $3,023-43.2% | $2,757-37.7% |
| Participant deferral / active EE | $2,372 | $4,121-42.4% | $5,055-53.1% | $4,299-44.8% |
| Admin fee / account holder | $1,486 | $8,047-81.5% | $9,462-84.3% | $6,924-78.5% |