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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 | $16,196 | $81,457-80.1% | $103,378-84.3% | $80,911-80.0% |
| Participation rate | 36.8% | 66.8%-30.1pp | 74.5%-37.7pp | 67.6%-30.9pp |
| Annual return | 14.39% | 25.58%-11.2pp | 24.91%-10.5pp | 35.63%-21.2pp |
| Employer contribution / active EE | $920 | $3,107-70.4% | $3,870-76.2% | $2,756-66.6% |
| Participant deferral / active EE | $1,670 | $3,871-56.9% | $5,058-67.0% | $4,297-61.1% |
| Admin fee / account holder | $2,072 | $6,717-69.2% | $8,401-75.3% | $6,935-70.1% |