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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 | $17,686 | $70,486-74.9% | $100,535-82.4% | $79,856-77.9% |
| Participation rate | 56.3% | 73.6%-17.4pp | 79.4%-23.2pp | 69.6%-13.4pp |
| Annual return | 13.91% | 21.90%-8.0pp | 30.90%-17.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $566 | $2,165-73.9% | $3,419-83.5% | $2,471-77.1% |
| Participant deferral / active EE | $3,374 | $5,182-34.9% | $6,271-46.2% | $3,741-9.8% |
| Admin fee / account holder | $4,227 | $4,480-5.6% | $8,085-47.7% | $5,306-20.3% |