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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 | $16,710 | $97,550-82.9% | $120,344-86.1% | $87,485-80.9% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.7%-15.4pp | 68.9%-7.6pp |
| Annual return | 15.44% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,672 | $2,291-27.0% | $3,020-44.6% | $2,596-35.6% |
| Participant deferral / active EE | $4,060 | $4,230-4.0% | $5,135-20.9% | $4,274-5.0% |
| Admin fee / account holder | $13,513 | $9,543+41.6% | $12,742+6.1% | $7,775+73.8% |