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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 | $18,492 | $81,476-77.3% | $102,383-81.9% | $80,925-77.1% |
| Participation rate | 41.4% | 66.8%-25.5pp | 74.5%-33.1pp | 67.7%-26.3pp |
| Annual return | 15.31% | 25.59%-10.3pp | 24.94%-9.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,220 | $3,105-60.7% | $3,870-68.5% | $2,756-55.7% |
| Participant deferral / active EE | $2,028 | $3,871-47.6% | $5,060-59.9% | $4,299-52.8% |
| Admin fee / account holder | $748 | $6,717-88.9% | $8,391-91.1% | $6,940-89.2% |