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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 | $19,695 | $108,825-81.9% | $156,181-87.4% | $82,448-76.1% |
| Participation rate | 59.7% | 72.4%-12.6pp | 78.8%-19.1pp | 68.1%-8.3pp |
| Annual return | 16.97% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,169 | $2,870-59.3% | $4,294-72.8% | $2,551-54.2% |
| Participant deferral / active EE | $2,065 | $4,577-54.9% | $6,132-66.3% | $4,139-50.1% |
| Admin fee / account holder | $2,208 | $9,341-76.4% | $14,586-84.9% | $7,234-69.5% |