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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 | $32,589 | $95,453-65.9% | $112,040-70.9% | $82,448-60.5% |
| Participation rate | 65.1% | 72.8%-7.7pp | 76.5%-11.4pp | 68.1%-3.0pp |
| Annual return | 21.87% | 23.92%-2.1pp | 24.52%-2.6pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,201 | $2,318-48.2% | $2,954-59.3% | $2,551-52.9% |
| Participant deferral / active EE | $2,632 | $4,224-37.7% | $5,098-48.4% | $4,139-36.4% |
| Admin fee / account holder | $2,509 | $9,013-72.2% | $12,098-79.3% | $7,234-65.3% |