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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 | $24,914 | $86,949-71.3% | $102,460-75.7% | $80,959-69.2% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 13.73% | 18.89%-5.2pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,843 | $2,370-22.2% | $3,025-39.1% | $2,757-33.2% |
| Participant deferral / active EE | $2,886 | $4,121-30.0% | $5,056-42.9% | $4,300-32.9% |
| Admin fee / account holder | $1,272 | $8,048-84.2% | $9,460-86.6% | $6,925-81.6% |