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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 | $27,367 | $95,404-71.3% | $113,397-75.9% | $82,637-66.9% |
| Participation rate | 40.9% | 72.8%-31.9pp | 76.5%-35.6pp | 68.1%-27.1pp |
| Annual return | 19.00% | 19.08%-0.1pp | 23.20%-4.2pp | 53.51%-34.5pp |
| Employer contribution / active EE | $963 | $2,307-58.3% | $2,977-67.7% | $2,552-62.3% |
| Participant deferral / active EE | $2,094 | $4,220-50.4% | $5,076-58.8% | $4,126-49.3% |
| Admin fee / account holder | $548 | $9,168-94.0% | $11,957-95.4% | $7,339-92.5% |