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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 | $20,517 | $88,042-76.7% | $138,135-85.1% | $79,852-74.3% |
| Participation rate | 58.2% | 71.4%-13.2pp | 78.7%-20.5pp | 69.6%-11.4pp |
| Annual return | 14.75% | 20.58%-5.8pp | 20.51%-5.8pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,662 | $3,103-46.4% | $5,587-70.2% | $2,471-32.7% |
| Participant deferral / active EE | $2,798 | $4,704-40.5% | $6,431-56.5% | $3,740-25.2% |
| Admin fee / account holder | $6,747 | $7,791-13.4% | $11,856-43.1% | $5,306+27.2% |