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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 | $16,698 | $72,114-76.8% | $108,745-84.6% | $62,881-73.4% |
| Participation rate | 68.3% | 74.6%-6.4pp | 77.7%-9.4pp | 69.3%-1.1pp |
| Annual return | 7.33% | 13.41%-6.1pp | 46.22%-38.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,729 | $2,694-35.8% | $3,323-48.0% | $2,281-24.2% |
| Participant deferral / active EE | $1,645 | $4,044-59.3% | $5,121-67.9% | $3,203-48.6% |
| Admin fee / account holder | $2,346 | $4,608-49.1% | $6,144-61.8% | $4,296-45.4% |