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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 | $18,177 | $95,762-81.0% | $379,746-95.2% | $79,858-77.2% |
| Participation rate | 51.4% | 74.0%-22.6pp | 78.4%-27.1pp | 69.6%-18.3pp |
| Annual return | 14.51% | 18.26%-3.8pp | 34.90%-20.4pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,614 | $2,695-40.1% | $3,540-54.4% | $2,471-34.7% |
| Participant deferral / active EE | $3,628 | $4,705-22.9% | $6,024-39.8% | $3,740-3.0% |
| Admin fee / account holder | $9,368 | $6,745+38.9% | $7,927+18.2% | $5,306+76.6% |