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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 | $24,377 | $87,132-72.0% | $105,624-76.9% | $80,959-69.9% |
| Participation rate | 34.5% | 70.4%-35.9pp | 75.3%-40.8pp | 67.7%-33.2pp |
| Annual return | 11.80% | 17.03%-5.2pp | 116.20%-104.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,205 | $2,397-49.7% | $3,168-62.0% | $2,757-56.3% |
| Participant deferral / active EE | $1,825 | $3,985-54.2% | $5,013-63.6% | $4,300-57.6% |
| Admin fee / account holder | $5,460 | $8,449-35.4% | $10,961-50.2% | $6,925-21.2% |