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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 | $17,370 | $56,894-69.5% | $84,753-79.5% | $62,881-72.4% |
| Participation rate | 51.7% | 68.5%-16.9pp | 76.6%-24.9pp | 69.3%-17.6pp |
| Annual return | 14.03% | 6.30%+7.7pp | 22.78%-8.8pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,397 | $2,400-41.8% | $3,574-60.9% | $2,281-38.8% |
| Participant deferral / active EE | $2,562 | $2,709-5.4% | $3,712-31.0% | $3,203-20.0% |
| Admin fee / account holder | $1,107 | $3,581-69.1% | $5,333-79.2% | $4,296-74.2% |