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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 | $17,495 | $108,825-83.9% | $156,181-88.8% | $82,448-78.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 17.61% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,010 | $2,870-30.0% | $4,294-53.2% | $2,551-21.2% |
| Participant deferral / active EE | $2,924 | $4,577-36.1% | $6,132-52.3% | $4,139-29.4% |
| Admin fee / account holder | $2,543 | $9,341-72.8% | $14,586-82.6% | $7,234-64.9% |