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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 | $81,504-76.2% | $102,437-81.1% | $80,959-76.0% |
| Participation rate | 45.7% | 66.9%-21.2pp | 74.5%-28.9pp | 67.7%-22.0pp |
| Annual return | 16.66% | 25.60%-8.9pp | 24.95%-8.3pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,065 | $3,104-33.5% | $3,871-46.7% | $2,757-25.1% |
| Participant deferral / active EE | $3,340 | $3,871-13.7% | $5,060-34.0% | $4,300-22.3% |
| Admin fee / account holder | $1,669 | $6,719-75.2% | $8,388-80.1% | $6,925-75.9% |