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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 | $17,133 | $55,457-69.1% | $77,361-77.9% | $94,015-81.8% |
| Participation rate | 46.9% | 69.8%-22.9pp | 75.0%-28.1pp | 70.8%-23.9pp |
| Annual return | 16.68% | 15.57%+1.1pp | 1011.54%-994.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,138 | $2,255-49.5% | $2,990-61.9% | $2,790-59.2% |
| Participant deferral / active EE | $2,873 | $3,069-6.4% | $3,911-26.5% | $4,249-32.4% |
| Admin fee / account holder | $2,595 | $4,334-40.1% | $5,894-56.0% | $8,951-71.0% |