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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 | $22,798 | $93,055-75.5% | $153,643-85.2% | $80,935-71.8% |
| Participation rate | 58.0% | 69.0%-11.0pp | 77.1%-19.1pp | 67.7%-9.7pp |
| Annual return | 14.31% | 19.97%-5.7pp | 15.71%-1.4pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,669 | $3,504-23.8% | $5,039-47.0% | $2,757-3.2% |
| Participant deferral / active EE | $4,205 | $5,172-18.7% | $6,754-37.7% | $4,299-2.2% |
| Admin fee / account holder | $4,501 | $8,881-49.3% | $12,739-64.7% | $6,924-35.0% |