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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 | $23,166 | $58,828-60.6% | $78,002-70.3% | $62,881-63.2% |
| Participation rate | 58.8% | 71.1%-12.2pp | 75.5%-16.7pp | 69.3%-10.5pp |
| Annual return | 7.02% | 17.16%-10.1pp | 425.99%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,076 | $1,672-35.6% | $2,470-56.4% | $2,281-52.8% |
| Participant deferral / active EE | $1,481 | $2,686-44.9% | $3,497-57.7% | $3,203-53.8% |
| Admin fee / account holder | $1,343 | $4,393-69.4% | $5,481-75.5% | $4,296-68.7% |