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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 | $86,949-76.9% | $102,460-80.4% | $80,959-75.2% |
| Participation rate | 51.4% | 72.4%-21.0pp | 76.5%-25.1pp | 67.7%-16.2pp |
| Annual return | 11.55% | 18.89%-7.3pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,609 | $2,370-32.1% | $3,025-46.8% | $2,757-41.6% |
| Participant deferral / active EE | $3,292 | $4,121-20.1% | $5,056-34.9% | $4,300-23.4% |
| Admin fee / account holder | $7,686 | $8,048-4.5% | $9,460-18.8% | $6,925+11.0% |