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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 | $19,514 | $86,940-77.6% | $102,434-80.9% | $80,935-75.9% |
| Participation rate | 44.3% | 72.4%-28.1pp | 76.5%-32.2pp | 67.7%-23.4pp |
| Annual return | 16.38% | 18.89%-2.5pp | 29.46%-13.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $1,718 | $2,370-27.5% | $3,023-43.2% | $2,757-37.7% |
| Participant deferral / active EE | $4,567 | $4,121+10.8% | $5,055-9.7% | $4,299+6.2% |
| Admin fee / account holder | $3,530 | $8,047-56.1% | $9,462-62.7% | $6,924-49.0% |