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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 | $24,183 | $67,602-64.2% | $82,312-70.6% | $70,126-65.5% |
| Participation rate | 57.7% | 72.8%-15.0pp | 76.9%-19.1pp | 69.5%-11.8pp |
| Annual return | 16.36% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,230 | $1,755-29.9% | $2,428-49.3% | $2,343-47.5% |
| Participant deferral / active EE | $2,014 | $2,987-32.6% | $3,706-45.7% | $3,332-39.6% |
| Admin fee / account holder | $7,745 | $4,512+71.7% | $5,608+38.1% | $4,645+66.7% |