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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 | $16,729 | $77,962-78.5% | $178,540-90.6% | $80,935-79.3% |
| Participation rate | 42.1% | 65.7%-23.6pp | 77.1%-35.0pp | 67.7%-25.6pp |
| Annual return | 13.16% | 18.10%-4.9pp | 27.15%-14.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,093 | $2,280-52.1% | $3,953-72.4% | $2,757-60.4% |
| Participant deferral / active EE | $1,917 | $4,404-56.5% | $6,281-69.5% | $4,299-55.4% |
| Admin fee / account holder | $4,068 | $7,156-43.2% | $10,424-61.0% | $6,924-41.3% |