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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 | $16,305 | $90,400-82.0% | $186,193-91.2% | $87,485-81.4% |
| Participation rate | 56.9% | 66.2%-9.3pp | 77.1%-20.2pp | 68.9%-12.1pp |
| Annual return | 20.00% | 22.15%-2.1pp | 78.03%-58.0pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,422 | $2,170-34.5% | $3,918-63.7% | $2,596-45.2% |
| Participant deferral / active EE | $2,081 | $4,330-51.9% | $6,513-68.1% | $4,274-51.3% |
| Admin fee / account holder | $1,832 | $8,673-78.9% | $11,058-83.4% | $7,775-76.4% |