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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 | $16,025 | $73,787-78.3% | $98,716-83.8% | $82,448-80.6% |
| Participation rate | 48.4% | 61.4%-13.0pp | 69.3%-20.9pp | 68.1%-19.7pp |
| Annual return | 14.87% | 18.57%-3.7pp | 31.81%-16.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,117 | $1,511-26.1% | $2,279-51.0% | $2,551-56.2% |
| Participant deferral / active EE | $1,742 | $3,081-43.5% | $4,048-57.0% | $4,139-57.9% |
| Admin fee / account holder | $4,072 | $6,500-37.4% | $8,703-53.2% | $7,234-43.7% |