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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 | $93,063-81.7% | $153,476-88.9% | $80,911-79.0% |
| Participation rate | 45.9% | 69.0%-23.0pp | 77.1%-31.1pp | 67.6%-21.7pp |
| Annual return | 17.45% | 19.95%-2.5pp | 15.66%+1.8pp | 35.63%-18.2pp |
| Employer contribution / active EE | $1,086 | $3,507-69.0% | $5,038-78.4% | $2,756-60.6% |
| Participant deferral / active EE | $2,361 | $5,180-54.4% | $6,759-65.1% | $4,297-45.1% |
| Admin fee / account holder | $5,174 | $8,891-41.8% | $12,729-59.3% | $6,935-25.4% |