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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 | $21,598 | $60,349-64.2% | $74,184-70.9% | $62,881-65.7% |
| Participation rate | 44.6% | 72.7%-28.1pp | 76.6%-32.0pp | 69.3%-24.7pp |
| Annual return | 11.27% | 21.38%-10.1pp | 17.74%-6.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,403 | $1,680-16.5% | $2,370-40.8% | $2,281-38.5% |
| Participant deferral / active EE | $2,878 | $2,856+0.8% | $3,550-18.9% | $3,203-10.1% |
| Admin fee / account holder | $488 | $4,261-88.5% | $5,586-91.3% | $4,296-88.6% |