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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 | $16,978 | $76,551-77.8% | $123,894-86.3% | $62,881-73.0% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 9.96% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,302 | $2,882-54.8% | $4,617-71.8% | $2,281-42.9% |
| Participant deferral / active EE | $2,325 | $4,840-52.0% | $5,984-61.2% | $3,203-27.4% |
| Admin fee / account holder | $359 | $4,826-92.6% | $8,357-95.7% | $4,296-91.6% |