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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 | $17,531 | $64,909-73.0% | $82,312-78.7% | $62,293-71.9% |
| Participation rate | 64.1% | 74.9%-10.8pp | 76.9%-12.8pp | 69.5%-5.4pp |
| Annual return | 18.68% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,631 | $1,676-2.7% | $2,428-32.8% | $2,042-20.1% |
| Participant deferral / active EE | $2,921 | $3,103-5.9% | $3,706-21.2% | $3,169-7.8% |
| Admin fee / account holder | $569 | $440+29.4% | $5,608-89.9% | $479+18.6% |