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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 | $21,496 | $86,940-75.3% | $102,434-79.0% | $80,935-73.4% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.7%-5.9pp |
| Annual return | 15.58% | 18.89%-3.3pp | 29.46%-13.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,669 | $2,370-29.6% | $3,023-44.8% | $2,757-39.5% |
| Participant deferral / active EE | $2,547 | $4,121-38.2% | $5,055-49.6% | $4,299-40.8% |
| Admin fee / account holder | $542 | $8,047-93.3% | $9,462-94.3% | $6,924-92.2% |