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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 | $20,044 | $93,055-78.5% | $153,741-87.0% | $80,959-75.2% |
| Participation rate | 43.5% | 69.0%-25.4pp | 77.1%-33.5pp | 67.7%-24.1pp |
| Annual return | 12.07% | 19.97%-7.9pp | 15.71%-3.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,733 | $3,504-50.5% | $5,042-65.6% | $2,757-37.1% |
| Participant deferral / active EE | $2,732 | $5,172-47.2% | $6,757-59.6% | $4,300-36.5% |
| Admin fee / account holder | $6,065 | $8,881-31.7% | $12,749-52.4% | $6,925-12.4% |