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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 | $24,725 | $86,940-71.6% | $102,434-75.9% | $80,935-69.5% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.7%-6.9pp |
| Annual return | 17.19% | 18.89%-1.7pp | 29.46%-12.3pp | 35.66%-18.5pp |
| Employer contribution / active EE | $797 | $2,370-66.4% | $3,023-73.6% | $2,757-71.1% |
| Participant deferral / active EE | $2,458 | $4,121-40.3% | $5,055-51.4% | $4,299-42.8% |
| Admin fee / account holder | $711 | $8,047-91.2% | $9,462-92.5% | $6,924-89.7% |