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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 | $17,528 | $81,504-78.5% | $102,437-82.9% | $80,959-78.3% |
| Participation rate | 55.9% | 66.9%-11.0pp | 74.5%-18.6pp | 67.7%-11.8pp |
| Annual return | 19.62% | 25.60%-6.0pp | 24.95%-5.3pp | 35.67%-16.1pp |
| Employer contribution / active EE | $1,350 | $3,104-56.5% | $3,871-65.1% | $2,757-51.0% |
| Participant deferral / active EE | $1,613 | $3,871-58.3% | $5,060-68.1% | $4,300-62.5% |
| Admin fee / account holder | $20,834 | $6,719+210.0% | $8,388+148.4% | $6,925+200.8% |