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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 | $15,656 | $53,774-70.9% | $134,162-88.3% | $79,852-80.4% |
| Participation rate | 55.8% | 58.8%-3.0pp | 72.2%-16.4pp | 69.6%-13.9pp |
| Annual return | 16.50% | 19.01%-2.5pp | 36.35%-19.8pp | 31.72%-15.2pp |
| Employer contribution / active EE | $953 | $1,322-27.9% | $3,705-74.3% | $2,471-61.4% |
| Participant deferral / active EE | $2,149 | $2,420-11.2% | $3,500-38.6% | $3,740-42.6% |
| Admin fee / account holder | $1,610 | $3,985-59.6% | $6,685-75.9% | $5,306-69.7% |