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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 | $21,180 | $95,453-77.8% | $112,040-81.1% | $82,448-74.3% |
| Participation rate | 48.8% | 72.8%-23.9pp | 76.5%-27.7pp | 68.1%-19.2pp |
| Annual return | 14.40% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $990 | $2,318-57.3% | $2,954-66.5% | $2,551-61.2% |
| Participant deferral / active EE | $2,794 | $4,224-33.8% | $5,098-45.2% | $4,139-32.5% |
| Admin fee / account holder | $8,638 | $9,013-4.2% | $12,098-28.6% | $7,234+19.4% |