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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 | $17,757 | $71,197-75.1% | $93,669-81.0% | $80,925-78.1% |
| Participation rate | 29.0% | 60.4%-31.4pp | 68.7%-39.7pp | 67.7%-38.6pp |
| Annual return | 14.45% | 11.27%+3.2pp | 133.59%-119.1pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,191 | $1,565-23.9% | $2,424-50.9% | $2,756-56.8% |
| Participant deferral / active EE | $1,597 | $4,036-60.4% | $4,416-63.8% | $4,299-62.8% |
| Admin fee / account holder | $6,963 | $6,959+0.1% | $8,291-16.0% | $6,940+0.3% |