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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 | $11,151 | $85,515-87.0% | $112,040-90.0% | $67,986-83.6% |
| Participation rate | 56.3% | 68.2%-11.9pp | 76.5%-20.2pp | 57.2%-0.9pp |
| Annual return | 24.49% | 29.68%-5.2pp | 24.52%0pp | 31.67%-7.2pp |
| Employer contribution / active EE | $1,643 | $2,191-25.0% | $2,954-44.4% | $2,019-18.6% |
| Participant deferral / active EE | $2,247 | $4,014-44.0% | $5,098-55.9% | $3,358-33.1% |
| Admin fee / account holder | $1,456 | $3,774-61.4% | $12,098-88.0% | $3,203-54.5% |