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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 | $20,139 | $58,512-65.6% | $84,020-76.0% | $72,983-72.4% |
| Participation rate | 38.7% | 61.2%-22.5pp | 69.0%-30.3pp | 69.5%-30.8pp |
| Annual return | 20.50% | 28.93%-8.4pp | 71.31%-50.8pp | 81.01%-60.5pp |
| Employer contribution / active EE | $763 | $1,163-34.4% | $1,984-61.5% | $2,440-68.7% |
| Participant deferral / active EE | $1,548 | $2,394-35.3% | $3,239-52.2% | $3,608-57.1% |
| Admin fee / account holder | $1,561 | $4,569-65.8% | $6,101-74.4% | $5,124-69.5% |