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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 | $16,145 | $72,269-77.7% | $101,271-84.1% | $79,852-79.8% |
| Participation rate | 62.7% | 68.5%-5.7pp | 75.8%-13.1pp | 69.6%-6.9pp |
| Annual return | 17.23% | 22.29%-5.1pp | 46.48%-29.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $1,687 | $2,692-37.3% | $3,660-53.9% | $2,471-31.7% |
| Participant deferral / active EE | $3,428 | $3,282+4.5% | $4,371-21.6% | $3,740-8.3% |
| Admin fee / account holder | $1,703 | $4,401-61.3% | $5,948-71.4% | $5,306-67.9% |