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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 | $24,829 | $67,602-63.3% | $82,312-69.8% | $70,126-64.6% |
| Participation rate | 57.8% | 72.8%-15.0pp | 76.9%-19.1pp | 69.5%-11.7pp |
| Annual return | 14.17% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $965 | $1,755-45.0% | $2,428-60.3% | $2,343-58.8% |
| Participant deferral / active EE | $1,768 | $2,987-40.8% | $3,706-52.3% | $3,332-46.9% |
| Admin fee / account holder | $2,800 | $4,512-37.9% | $5,608-50.1% | $4,645-39.7% |