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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 | $16,762 | $72,471-76.9% | $94,215-82.2% | $86,983-80.7% |
| Participation rate | 34.4% | 63.9%-29.5pp | 70.0%-35.6pp | 69.5%-35.2pp |
| Annual return | 13.99% | 26.44%-12.5pp | 28.22%-14.2pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,186 | $1,936-38.7% | $2,675-55.7% | $2,584-54.1% |
| Participant deferral / active EE | $2,608 | $3,397-23.2% | $4,276-39.0% | $4,194-37.8% |
| Admin fee / account holder | $10,899 | $6,468+68.5% | $10,216+6.7% | $7,856+38.7% |