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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 | $24,505 | $87,132-71.9% | $105,624-76.8% | $80,959-69.7% |
| Participation rate | 66.1% | 70.4%-4.4pp | 75.3%-9.2pp | 67.7%-1.6pp |
| Annual return | 12.59% | 17.03%-4.4pp | 116.20%-103.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,743 | $2,397-27.3% | $3,168-45.0% | $2,757-36.8% |
| Participant deferral / active EE | $3,108 | $3,985-22.0% | $5,013-38.0% | $4,300-27.7% |
| Admin fee / account holder | $1,843 | $8,449-78.2% | $10,961-83.2% | $6,925-73.4% |