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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 | $17,708 | $67,602-73.8% | $82,312-78.5% | $70,126-74.7% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 18.87% | 21.57%-2.7pp | 25.88%-7.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,121 | $1,755-36.1% | $2,428-53.8% | $2,343-52.1% |
| Participant deferral / active EE | $1,981 | $2,987-33.7% | $3,706-46.5% | $3,332-40.5% |
| Admin fee / account holder | $1,431 | $4,512-68.3% | $5,608-74.5% | $4,645-69.2% |