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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 | $17,212 | $81,504-78.9% | $102,437-83.2% | $80,959-78.7% |
| Participation rate | 60.6% | 66.9%-6.2pp | 74.5%-13.9pp | 67.7%-7.1pp |
| Annual return | 14.59% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,593 | $3,104-48.7% | $3,871-58.8% | $2,757-42.2% |
| Participant deferral / active EE | $3,219 | $3,871-16.8% | $5,060-36.4% | $4,300-25.1% |
| Admin fee / account holder | $1,688 | $6,719-74.9% | $8,388-79.9% | $6,925-75.6% |