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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 | $15,888 | $56,054-71.7% | $171,082-90.7% | $62,881-74.7% |
| Participation rate | 58.3% | 62.9%-4.5pp | 76.7%-18.4pp | 69.3%-11.0pp |
| Annual return | 11.58% | 22.52%-10.9pp | 32.56%-21.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,338 | $1,731-22.7% | $4,002-66.6% | $2,281-41.3% |
| Participant deferral / active EE | $2,320 | $3,158-26.6% | $4,797-51.6% | $3,203-27.6% |
| Admin fee / account holder | $851 | $3,647-76.7% | $8,520-90.0% | $4,296-80.2% |