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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 | $12,355 | $57,065-78.3% | $75,670-83.7% | $70,131-82.4% |
| Participation rate | 49.2% | 68.1%-18.9pp | 72.3%-23.2pp | 69.5%-20.4pp |
| Annual return | 15.23% | 23.57%-8.3pp | 27.34%-12.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,630 | $1,817-10.3% | $2,352-30.7% | $2,342-30.4% |
| Participant deferral / active EE | $1,436 | $2,580-44.3% | $3,142-54.3% | $3,332-56.9% |
| Admin fee / account holder | $1,037 | $3,825-72.9% | $5,800-82.1% | $4,645-77.7% |