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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 | $24,158 | $67,606-64.3% | $82,313-70.7% | $70,124-65.5% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 14.43% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $442 | $1,755-74.8% | $2,428-81.8% | $2,342-81.1% |
| Participant deferral / active EE | $2,413 | $2,987-19.2% | $3,706-34.9% | $3,332-27.6% |
| Admin fee / account holder | $4,962 | $4,512+10.0% | $5,608-11.5% | $4,645+6.8% |