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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 | $100,194-83.3% | $122,979-86.4% | $86,983-80.8% |
| Participation rate | 61.3% | 73.0%-11.7pp | 77.2%-15.9pp | 69.5%-8.3pp |
| Annual return | 15.44% | 16.47%-1.0pp | 20.12%-4.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,672 | $2,326-28.1% | $3,062-45.4% | $2,584-35.3% |
| Participant deferral / active EE | $4,060 | $4,133-1.8% | $5,003-18.8% | $4,194-3.2% |
| Admin fee / account holder | $13,513 | $10,148+33.2% | $12,864+5.0% | $7,856+72.0% |