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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 | $16,990 | $93,055-81.7% | $153,741-88.9% | $80,959-79.0% |
| Participation rate | 45.9% | 69.0%-23.0pp | 77.1%-31.2pp | 67.7%-21.7pp |
| Annual return | 17.45% | 19.97%-2.5pp | 15.71%+1.7pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,086 | $3,504-69.0% | $5,042-78.5% | $2,757-60.6% |
| Participant deferral / active EE | $2,361 | $5,172-54.4% | $6,757-65.1% | $4,300-45.1% |
| Admin fee / account holder | $5,174 | $8,881-41.7% | $12,749-59.4% | $6,925-25.3% |