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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 | $16,025 | $76,551-79.1% | $123,894-87.1% | $62,881-74.5% |
| Participation rate | 41.7% | 73.0%-31.3pp | 81.4%-39.7pp | 69.3%-27.6pp |
| Annual return | 12.71% | 18.68%-6.0pp | 47.52%-34.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $1,542 | $2,882-46.5% | $4,617-66.6% | $2,281-32.4% |
| Participant deferral / active EE | $3,117 | $4,840-35.6% | $5,984-47.9% | $3,203-2.7% |
| Admin fee / account holder | $684 | $4,826-85.8% | $8,357-91.8% | $4,296-84.1% |