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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 | $19,665 | $76,371-74.3% | $93,621-79.0% | $72,976-73.1% |
| Participation rate | 45.9% | 71.8%-25.9pp | 75.8%-29.9pp | 69.5%-23.6pp |
| Annual return | 23.74% | 25.82%-2.1pp | 32.76%-9.0pp | 81.02%-57.3pp |
| Employer contribution / active EE | $891 | $2,276-60.8% | $2,719-67.2% | $2,440-63.5% |
| Participant deferral / active EE | $2,461 | $3,538-30.5% | $4,070-39.5% | $3,608-31.8% |
| Admin fee / account holder | $809 | $6,839-88.2% | $7,890-89.7% | $5,124-84.2% |