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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 | $18,037 | $76,551-76.4% | $123,894-85.4% | $62,881-71.3% |
| Participation rate | 61.6% | 73.0%-11.4pp | 81.4%-19.8pp | 69.3%-7.7pp |
| Annual return | 6.89% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,972 | $2,882-31.6% | $4,617-57.3% | $2,281-13.6% |
| Participant deferral / active EE | $2,462 | $4,840-49.1% | $5,984-58.9% | $3,203-23.1% |
| Admin fee / account holder | $1,143 | $4,826-76.3% | $8,357-86.3% | $4,296-73.4% |