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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 | $17,359 | $77,569-77.6% | $115,599-85.0% | $64,097-72.9% |
| Participation rate | 40.9% | 60.7%-19.8pp | 74.3%-33.4pp | 55.2%-14.3pp |
| Annual return | 15.81% | 18.52%-2.7pp | 111.10%-95.3pp | 34.64%-18.8pp |
| Employer contribution / active EE | $1,321 | $1,915-31.0% | $2,955-55.3% | $1,891-30.2% |
| Participant deferral / active EE | $2,590 | $3,327-22.2% | $4,889-47.0% | $3,080-15.9% |
| Admin fee / account holder | $2,523 | $4,470-43.6% | $12,841-80.3% | $3,454-27.0% |