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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 | $18,880 | $58,493-67.7% | $84,023-77.5% | $72,976-74.1% |
| Participation rate | 26.6% | 61.2%-34.7pp | 69.0%-42.5pp | 69.5%-42.9pp |
| Annual return | 21.38% | 28.93%-7.5pp | 71.32%-49.9pp | 81.02%-59.6pp |
| Employer contribution / active EE | $270 | $1,163-76.7% | $1,984-86.4% | $2,440-88.9% |
| Participant deferral / active EE | $1,428 | $2,394-40.3% | $3,239-55.9% | $3,608-60.4% |
| Admin fee / account holder | $4,478 | $4,569-2.0% | $6,102-26.6% | $5,124-12.6% |