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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 | $17,300 | $72,269-76.1% | $101,271-82.9% | $79,852-78.3% |
| Participation rate | 55.2% | 68.5%-13.3pp | 75.8%-20.6pp | 69.6%-14.5pp |
| Annual return | 22.20% | 22.29%-0.1pp | 46.48%-24.3pp | 31.72%-9.5pp |
| Employer contribution / active EE | $1,632 | $2,692-39.4% | $3,660-55.4% | $2,471-34.0% |
| Participant deferral / active EE | $1,705 | $3,282-48.0% | $4,371-61.0% | $3,740-54.4% |
| Admin fee / account holder | $1,295 | $4,401-70.6% | $5,948-78.2% | $5,306-75.6% |