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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 | $114,712-84.7% | $173,730-89.9% | $87,485-80.0% |
| Participation rate | 50.0% | 73.0%-23.0pp | 79.6%-29.6pp | 68.9%-18.9pp |
| Annual return | 17.61% | 20.18%-2.6pp | 19.96%-2.3pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,010 | $2,904-30.8% | $4,577-56.1% | $2,596-22.6% |
| Participant deferral / active EE | $2,924 | $4,642-37.0% | $6,326-53.8% | $4,274-31.6% |
| Admin fee / account holder | $2,543 | $10,210-75.1% | $17,523-85.5% | $7,775-67.3% |