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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 | $97,550-78.5% | $120,344-82.6% | $87,485-76.0% |
| Participation rate | 56.7% | 72.8%-16.2pp | 76.7%-20.0pp | 68.9%-12.3pp |
| Annual return | 17.58% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,109 | $2,291-51.6% | $3,020-63.3% | $2,596-57.3% |
| Participant deferral / active EE | $2,412 | $4,230-43.0% | $5,135-53.0% | $4,274-43.6% |
| Admin fee / account holder | $723 | $9,543-92.4% | $12,742-94.3% | $7,775-90.7% |