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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 | $22,205 | $104,098-78.7% | $140,514-84.2% | $94,015-76.4% |
| Participation rate | 65.0% | 73.7%-8.7pp | 77.8%-12.8pp | 70.8%-5.8pp |
| Annual return | 21.26% | 15.14%+6.1pp | 14.36%+6.9pp | 17.84%+3.4pp |
| Employer contribution / active EE | $1,174 | $2,388-50.8% | $3,378-65.3% | $2,790-57.9% |
| Participant deferral / active EE | $3,092 | $4,033-23.3% | $4,919-37.1% | $4,249-27.2% |
| Admin fee / account holder | $2,036 | $10,439-80.5% | $13,697-85.1% | $8,951-77.3% |