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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 | $17,307 | $69,590-75.1% | $136,867-87.4% | $94,015-81.6% |
| Participation rate | 52.8% | 66.3%-13.5pp | 74.5%-21.8pp | 70.8%-18.0pp |
| Annual return | 13.57% | 19.62%-6.0pp | 42.97%-29.4pp | 17.84%-4.3pp |
| Employer contribution / active EE | $1,215 | $2,396-49.3% | $3,547-65.8% | $2,790-56.5% |
| Participant deferral / active EE | $2,590 | $3,437-24.6% | $4,924-47.4% | $4,249-39.1% |
| Admin fee / account holder | $3,748 | $8,912-57.9% | $10,340-63.8% | $8,951-58.1% |