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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 | $18,759 | $114,712-83.6% | $173,730-89.2% | $87,485-78.6% |
| Participation rate | 63.5% | 73.0%-9.5pp | 79.6%-16.1pp | 68.9%-5.5pp |
| Annual return | 18.03% | 20.18%-2.2pp | 19.96%-1.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,510 | $2,904-48.0% | $4,577-67.0% | $2,596-41.9% |
| Participant deferral / active EE | $2,512 | $4,642-45.9% | $6,326-60.3% | $4,274-41.2% |
| Admin fee / account holder | $461 | $10,210-95.5% | $17,523-97.4% | $7,775-94.1% |