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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 | $16,663 | $81,446-79.5% | $103,374-83.9% | $80,874-79.4% |
| Participation rate | 55.9% | 66.9%-11.0pp | 74.5%-18.6pp | 67.6%-11.8pp |
| Annual return | 12.85% | 25.57%-12.7pp | 24.89%-12.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,074 | $3,107-33.3% | $3,869-46.4% | $2,756-24.7% |
| Participant deferral / active EE | $2,614 | $3,870-32.5% | $5,058-48.3% | $4,297-39.2% |
| Admin fee / account holder | $806 | $6,715-88.0% | $8,394-90.4% | $6,935-88.4% |