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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 | $19,857 | $95,762-79.3% | $379,746-94.8% | $79,856-75.1% |
| Participation rate | 53.4% | 74.0%-20.6pp | 78.4%-25.0pp | 69.6%-16.2pp |
| Annual return | 16.05% | 18.26%-2.2pp | 34.90%-18.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,386 | $4,705-49.3% | $6,024-60.4% | $3,741-36.2% |
| Admin fee / account holder | $2,647 | $6,745-60.8% | $7,927-66.6% | $5,306-50.1% |