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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 | $20,180 | $77,460-73.9% | $100,378-79.9% | $80,925-75.1% |
| Participation rate | 48.1% | 76.9%-28.8pp | 81.5%-33.4pp | 67.7%-19.5pp |
| Annual return | 16.10% | 37.24%-21.1pp | 49.41%-33.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,082 | $2,801-61.4% | $3,942-72.5% | $2,756-60.7% |
| Participant deferral / active EE | $3,312 | $6,818-51.4% | $8,087-59.1% | $4,299-23.0% |
| Admin fee / account holder | $721 | $5,887-87.8% | $7,899-90.9% | $6,940-89.6% |