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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 | $81,504-79.6% | $102,437-83.7% | $80,959-79.4% |
| Participation rate | 55.9% | 66.9%-11.0pp | 74.5%-18.6pp | 67.7%-11.8pp |
| Annual return | 12.85% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,074 | $3,104-33.2% | $3,871-46.4% | $2,757-24.8% |
| Participant deferral / active EE | $2,614 | $3,871-32.5% | $5,060-48.3% | $4,300-39.2% |
| Admin fee / account holder | $806 | $6,719-88.0% | $8,388-90.4% | $6,925-88.4% |