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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 | $71,230-75.1% | $93,727-81.1% | $80,959-78.1% |
| Participation rate | 29.0% | 60.4%-31.4pp | 68.7%-39.7pp | 67.7%-38.6pp |
| Annual return | 14.45% | 11.26%+3.2pp | 133.83%-119.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,191 | $1,565-23.9% | $2,421-50.8% | $2,757-56.8% |
| Participant deferral / active EE | $1,597 | $4,037-60.4% | $4,417-63.8% | $4,300-62.9% |
| Admin fee / account holder | $6,963 | $6,9610% | $8,292-16.0% | $6,925+0.5% |