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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 | $17,631 | $124,425-85.8% | $112,040-84.3% | $137,256-87.2% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 16.11% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,106 | $3,411-67.6% | $2,954-62.6% | $4,156-73.4% |
| Participant deferral / active EE | $2,302 | $5,718-59.7% | $5,098-54.8% | $6,407-64.1% |
| Admin fee / account holder | $5,462 | $15,207-64.1% | $12,098-54.9% | $12,270-55.5% |