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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 | $15,346 | $77,358-80.2% | $102,184-85.0% | $87,485-82.5% |
| Participation rate | 54.3% | 78.7%-24.4pp | 82.6%-28.3pp | 68.9%-14.6pp |
| Annual return | 21.80% | 41.11%-19.3pp | 31.58%-9.8pp | 26.06%-4.3pp |
| Employer contribution / active EE | $1,233 | $2,562-51.9% | $3,594-65.7% | $2,596-52.5% |
| Participant deferral / active EE | $3,180 | $6,753-52.9% | $8,309-61.7% | $4,274-25.6% |
| Admin fee / account holder | $2,719 | $6,809-60.1% | $11,609-76.6% | $7,775-65.0% |