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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 | $15,565 | $78,672-80.2% | $109,163-85.7% | $85,856-81.9% |
| Participation rate | 59.3% | 68.3%-9.0pp | 75.9%-16.6pp | 69.3%-10.1pp |
| Annual return | 16.41% | 25.09%-8.7pp | 25.75%-9.3pp | 318.58%-302.2pp |
| Employer contribution / active EE | $1,399 | $2,734-48.8% | $3,723-62.4% | $2,565-45.4% |
| Participant deferral / active EE | $2,760 | $3,467-20.4% | $4,654-40.7% | $3,952-30.2% |
| Admin fee / account holder | $1,581 | $5,470-71.1% | $6,754-76.6% | $6,261-74.7% |