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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 | $17,486 | $86,940-79.9% | $102,434-82.9% | $80,935-78.4% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.7%-8.4pp |
| Annual return | 12.45% | 18.89%-6.4pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,161 | $2,370-51.0% | $3,023-61.6% | $2,757-57.9% |
| Participant deferral / active EE | $2,992 | $4,121-27.4% | $5,055-40.8% | $4,299-30.4% |
| Admin fee / account holder | $6,278 | $8,047-22.0% | $9,462-33.7% | $6,924-9.3% |