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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 | $17,734 | $101,798-82.6% | $165,071-89.3% | $80,935-78.1% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 14.57% | 16.73%-2.2pp | 70.17%-55.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,616 | $2,954-45.3% | $4,347-62.8% | $2,757-41.4% |
| Participant deferral / active EE | $2,746 | $4,476-38.6% | $6,035-54.5% | $4,299-36.1% |
| Admin fee / account holder | $1,219 | $8,221-85.2% | $12,695-90.4% | $6,924-82.4% |