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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 | $14,166 | $108,825-87.0% | $156,181-90.9% | $82,448-82.8% |
| Participation rate | 55.9% | 72.4%-16.5pp | 78.8%-22.9pp | 68.1%-12.2pp |
| Annual return | 23.09% | 20.59%+2.5pp | 64.87%-41.8pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,619 | $2,870-43.6% | $4,294-62.3% | $2,551-36.6% |
| Participant deferral / active EE | $2,156 | $4,577-52.9% | $6,132-64.8% | $4,139-47.9% |
| Admin fee / account holder | $2,023 | $9,341-78.3% | $14,586-86.1% | $7,234-72.0% |