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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 | $20,962 | $95,453-78.0% | $112,040-81.3% | $82,448-74.6% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.5%-19.8pp | 68.1%-11.4pp |
| Annual return | 17.58% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,109 | $2,318-52.2% | $2,954-62.5% | $2,551-56.5% |
| Participant deferral / active EE | $2,412 | $4,224-42.9% | $5,098-52.7% | $4,139-41.7% |
| Admin fee / account holder | $723 | $9,013-92.0% | $12,098-94.0% | $7,234-90.0% |