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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 | $17,869 | $73,981-75.8% | $105,754-83.1% | $62,881-71.6% |
| Participation rate | 42.9% | 71.7%-28.8pp | 78.9%-36.1pp | 69.3%-26.4pp |
| Annual return | 10.94% | 17.60%-6.7pp | 12.25%-1.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,285 | $2,856-55.0% | $4,079-68.5% | $2,281-43.6% |
| Participant deferral / active EE | $2,877 | $4,038-28.8% | $5,326-46.0% | $3,203-10.2% |
| Admin fee / account holder | $2,961 | $5,976-50.5% | $8,309-64.4% | $4,296-31.1% |