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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 | $20,464 | $54,541-62.5% | $78,778-74.0% | $70,126-70.8% |
| Participation rate | 55.9% | 60.8%-4.9pp | 69.2%-13.3pp | 69.5%-13.6pp |
| Annual return | 13.86% | 21.07%-7.2pp | 35.62%-21.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $668 | $1,089-38.6% | $1,986-66.3% | $2,343-71.5% |
| Participant deferral / active EE | $2,022 | $2,210-8.5% | $2,958-31.6% | $3,332-39.3% |
| Admin fee / account holder | $2,462 | $3,709-33.6% | $5,134-52.0% | $4,645-47.0% |