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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 | $24,550 | $86,938-71.8% | $102,423-76.0% | $80,925-69.7% |
| Participation rate | 23.9% | 72.4%-48.5pp | 76.5%-52.6pp | 67.7%-43.7pp |
| Annual return | 18.35% | 18.89%-0.5pp | 29.42%-11.1pp | 35.65%-17.3pp |
| Employer contribution / active EE | $962 | $2,369-59.4% | $3,023-68.2% | $2,756-65.1% |
| Participant deferral / active EE | $3,503 | $4,120-15.0% | $5,054-30.7% | $4,299-18.5% |
| Admin fee / account holder | $2,790 | $8,053-65.4% | $9,455-70.5% | $6,940-59.8% |