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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 | $16,870 | $110,307-84.7% | $96,576-82.5% | $139,456-87.9% |
| Participation rate | 56.5% | 78.1%-21.6pp | 76.0%-19.5pp | 80.3%-23.8pp |
| Annual return | 12.82% | 26.40%-13.6pp | 25.87%-13.0pp | 373.45%-360.6pp |
| Employer contribution / active EE | $1,155 | $3,619-68.1% | $2,965-61.0% | $4,753-75.7% |
| Participant deferral / active EE | $2,157 | $5,547-61.1% | $4,851-55.5% | $6,711-67.9% |
| Admin fee / account holder | $2,880 | $11,597-75.2% | $8,253-65.1% | $11,407-74.8% |