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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 | $15,170 | $56,544-73.2% | $75,501-79.9% | $70,126-78.4% |
| Participation rate | 41.4% | 68.1%-26.7pp | 72.4%-30.9pp | 69.5%-28.1pp |
| Annual return | 13.83% | 23.59%-9.8pp | 27.35%-13.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $962 | $1,817-47.0% | $2,352-59.1% | $2,343-58.9% |
| Participant deferral / active EE | $1,669 | $2,580-35.3% | $3,142-46.9% | $3,332-49.9% |
| Admin fee / account holder | $1,421 | $3,827-62.9% | $5,801-75.5% | $4,645-69.4% |