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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 | $19,394 | $81,446-76.2% | $103,374-81.2% | $80,874-76.0% |
| Participation rate | 45.7% | 66.9%-21.2pp | 74.5%-28.9pp | 67.6%-22.0pp |
| Annual return | 16.66% | 25.57%-8.9pp | 24.89%-8.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,065 | $3,107-33.6% | $3,869-46.6% | $2,756-25.1% |
| Participant deferral / active EE | $3,340 | $3,870-13.7% | $5,058-34.0% | $4,297-22.3% |
| Admin fee / account holder | $1,669 | $6,715-75.1% | $8,394-80.1% | $6,935-75.9% |