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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 | $15,472 | $76,112-79.7% | $96,544-84.0% | $71,529-78.4% |
| Participation rate | 43.9% | 74.4%-30.5pp | 76.0%-32.1pp | 67.9%-24.0pp |
| Annual return | 17.65% | 22.80%-5.2pp | 25.88%-8.2pp | 28.97%-11.3pp |
| Employer contribution / active EE | $1,211 | $2,248-46.1% | $2,966-59.2% | $2,590-53.2% |
| Participant deferral / active EE | $2,247 | $4,217-46.7% | $4,851-53.7% | $4,291-47.6% |
| Admin fee / account holder | $782 | $2,708-71.1% | $8,254-90.5% | $1,588-50.8% |