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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 | $17,552 | $73,978-76.3% | $96,515-81.8% | $75,173-76.7% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.1pp |
| Annual return | 14.64% | 26.72%-12.1pp | 35.73%-21.1pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,850 | $2,931-36.9% | $3,740-50.5% | $2,671-30.7% |
| Participant deferral / active EE | $4,393 | $3,660+20.0% | $4,880-10.0% | $4,126+6.5% |
| Admin fee / account holder | $2,754 | $5,219-47.2% | $6,735-59.1% | $5,651-51.3% |