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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 | $19,347 | $153,311-87.4% | $109,313-82.3% | $273,972-92.9% |
| Participation rate | 52.4% | 80.1%-27.7pp | 71.3%-18.9pp | 83.0%-30.6pp |
| Annual return | 6.34% | 29.86%-23.5pp | 22.07%-15.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $826 | $5,619-85.3% | $3,892-78.8% | $4,869-83.0% |
| Participant deferral / active EE | $2,782 | $3,932-29.3% | $3,166-12.1% | $5,287-47.4% |
| Admin fee / account holder | $2,454 | $8,076-69.6% | $5,666-56.7% | $10,133-75.8% |