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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 | $20,558 | $54,541-62.3% | $78,778-73.9% | $70,126-70.7% |
| Participation rate | 51.7% | 60.8%-9.1pp | 69.2%-17.5pp | 69.5%-17.8pp |
| Annual return | 15.73% | 21.07%-5.3pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $506 | $1,089-53.5% | $1,986-74.5% | $2,343-78.4% |
| Participant deferral / active EE | $1,676 | $2,210-24.2% | $2,958-43.3% | $3,332-49.7% |
| Admin fee / account holder | $2,478 | $3,709-33.2% | $5,134-51.7% | $4,645-46.7% |