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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 | $19,473 | $86,949-77.6% | $102,460-81.0% | $80,959-75.9% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 14.63% | 18.89%-4.3pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,047 | $2,370-55.8% | $3,025-65.4% | $2,757-62.0% |
| Participant deferral / active EE | $1,959 | $4,121-52.5% | $5,056-61.3% | $4,300-54.5% |
| Admin fee / account holder | $1,247 | $8,048-84.5% | $9,460-86.8% | $6,925-82.0% |