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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 | $20,108 | $86,922-76.9% | $102,438-80.4% | $80,874-75.1% |
| Participation rate | 51.4% | 72.4%-21.0pp | 76.5%-25.1pp | 67.6%-16.2pp |
| Annual return | 11.55% | 18.90%-7.4pp | 29.37%-17.8pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,609 | $2,369-32.1% | $3,024-46.8% | $2,756-41.6% |
| Participant deferral / active EE | $3,292 | $4,119-20.1% | $5,054-34.9% | $4,297-23.4% |
| Admin fee / account holder | $7,686 | $8,050-4.5% | $9,448-18.6% | $6,935+10.8% |