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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 | $17,371 | $60,349-71.2% | $74,184-76.6% | $62,881-72.4% |
| Participation rate | 56.8% | 72.7%-16.0pp | 76.6%-19.9pp | 69.3%-12.5pp |
| Annual return | 5.55% | 21.38%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $944 | $1,680-43.8% | $2,370-60.2% | $2,281-58.6% |
| Participant deferral / active EE | $1,358 | $2,856-52.5% | $3,550-61.8% | $3,203-57.6% |
| Admin fee / account holder | $2,484 | $4,261-41.7% | $5,586-55.5% | $4,296-42.2% |