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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 | $16,652 | $89,532-81.4% | $103,447-83.9% | $80,925-79.4% |
| Participation rate | 62.1% | 76.0%-14.0pp | 80.5%-18.5pp | 67.7%-5.6pp |
| Annual return | 16.82% | 22.80%-6.0pp | 23.92%-7.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $2,025 | $4,023-49.7% | $4,678-56.7% | $2,756-26.5% |
| Participant deferral / active EE | $3,989 | $5,459-26.9% | $6,624-39.8% | $4,299-7.2% |
| Admin fee / account holder | $1,588 | $6,774-76.6% | $9,415-83.1% | $6,940-77.1% |