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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 | $18,043 | $64,359-72.0% | $90,161-80.0% | $70,126-74.3% |
| Participation rate | 55.9% | 70.4%-14.5pp | 76.9%-20.9pp | 69.5%-13.6pp |
| Annual return | 14.80% | 28.13%-13.3pp | 34.89%-20.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,847 | $2,046-9.7% | $3,318-44.3% | $2,343-21.1% |
| Participant deferral / active EE | $2,370 | $4,389-46.0% | $5,287-55.2% | $3,332-28.9% |
| Admin fee / account holder | $2,899 | $3,945-26.5% | $5,943-51.2% | $4,645-37.6% |