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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 | $17,805 | $77,816-77.1% | $123,549-85.6% | $64,181-72.3% |
| Participation rate | 19.6% | 74.7%-55.1pp | 82.3%-62.7pp | 69.6%-50.0pp |
| Annual return | 13.18% | 12.49%+0.7pp | 119.20%-106.0pp | 7.63%+5.5pp |
| Employer contribution / active EE | $1,009 | $3,014-66.5% | $4,628-78.2% | $2,381-57.6% |
| Participant deferral / active EE | $3,351 | $5,240-36.0% | $6,426-47.8% | $3,470-3.4% |
| Admin fee / account holder | $1,620 | $5,519-70.6% | $9,284-82.5% | $4,887-66.8% |