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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 | $19,905 | $87,132-77.2% | $105,624-81.2% | $80,959-75.4% |
| Participation rate | 55.9% | 70.4%-14.5pp | 75.3%-19.4pp | 67.7%-11.8pp |
| Annual return | 12.14% | 17.03%-4.9pp | 116.20%-104.1pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,710 | $2,397-28.7% | $3,168-46.0% | $2,757-38.0% |
| Participant deferral / active EE | $3,398 | $3,985-14.8% | $5,013-32.2% | $4,300-21.0% |
| Admin fee / account holder | $4,670 | $8,449-44.7% | $10,961-57.4% | $6,925-32.6% |