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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 | $17,517 | $77,472-77.4% | $100,392-82.6% | $80,935-78.4% |
| Participation rate | 57.4% | 76.9%-19.6pp | 81.5%-24.1pp | 67.7%-10.3pp |
| Annual return | 20.35% | 37.26%-16.9pp | 49.45%-29.1pp | 35.66%-15.3pp |
| Employer contribution / active EE | $1,814 | $2,800-35.2% | $3,941-54.0% | $2,757-34.2% |
| Participant deferral / active EE | $2,985 | $6,818-56.2% | $8,090-63.1% | $4,299-30.6% |
| Admin fee / account holder | $1,185 | $5,885-79.9% | $7,904-85.0% | $6,924-82.9% |