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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 | $77,574-79.3% | $108,753-85.3% | $86,983-81.6% |
| Participation rate | 48.4% | 62.3%-13.9pp | 71.1%-22.7pp | 69.5%-21.2pp |
| Annual return | 14.87% | 18.42%-3.6pp | 37.47%-22.6pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,117 | $1,611-30.6% | $2,427-54.0% | $2,584-56.8% |
| Participant deferral / active EE | $1,742 | $3,128-44.3% | $4,115-57.7% | $4,194-58.5% |
| Admin fee / account holder | $4,072 | $6,529-37.6% | $10,320-60.5% | $7,856-48.2% |