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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 | $89,515-81.4% | $103,065-83.8% | $80,959-79.4% |
| Participation rate | 62.1% | 76.0%-13.9pp | 80.6%-18.5pp | 67.7%-5.6pp |
| Annual return | 16.82% | 22.82%-6.0pp | 23.95%-7.1pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,025 | $4,015-49.6% | $4,675-56.7% | $2,757-26.6% |
| Participant deferral / active EE | $3,989 | $5,463-27.0% | $6,625-39.8% | $4,300-7.2% |
| Admin fee / account holder | $1,588 | $6,527-75.7% | $9,349-83.0% | $6,925-77.1% |