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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 | $24,171 | $181,896-86.7% | $156,551-84.6% | $273,972-91.2% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | 11.62% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,537 | $6,248-75.4% | $5,501-72.1% | $4,869-68.4% |
| Participant deferral / active EE | $2,899 | $5,550-47.8% | $4,871-40.5% | $5,287-45.2% |
| Admin fee / account holder | $333 | $15,560-97.9% | $13,028-97.4% | $10,133-96.7% |