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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 | $17,664 | $72,492-75.6% | $87,104-79.7% | $72,975-75.8% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 18.64% | 24.46%-5.8pp | 28.19%-9.6pp | 81.01%-62.4pp |
| Employer contribution / active EE | $867 | $1,894-54.2% | $2,521-65.6% | $2,440-64.4% |
| Participant deferral / active EE | $1,889 | $3,270-42.2% | $4,048-53.3% | $3,608-47.6% |
| Admin fee / account holder | $4,022 | $5,055-20.4% | $7,491-46.3% | $5,124-21.5% |