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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 | $17,544 | $78,520-77.7% | $96,576-81.8% | $82,448-78.7% |
| Participation rate | 64.0% | 77.7%-13.7pp | 81.4%-17.4pp | 68.1%-4.1pp |
| Annual return | 21.48% | 41.30%-19.8pp | 38.47%-17.0pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,566 | $2,630-40.4% | $3,553-55.9% | $2,551-38.6% |
| Participant deferral / active EE | $3,804 | $6,754-43.7% | $7,956-52.2% | $4,139-8.1% |
| Admin fee / account holder | $434 | $13,455-96.8% | $11,381-96.2% | $7,234-94.0% |