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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 | $21,772 | $86,938-75.0% | $102,423-78.7% | $80,925-73.1% |
| Participation rate | 41.5% | 72.4%-30.9pp | 76.5%-35.0pp | 67.7%-26.1pp |
| Annual return | 15.09% | 18.89%-3.8pp | 29.42%-14.3pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,275 | $2,369-46.2% | $3,023-57.8% | $2,756-53.7% |
| Participant deferral / active EE | $3,430 | $4,120-16.8% | $5,054-32.1% | $4,299-20.2% |
| Admin fee / account holder | $2,570 | $8,053-68.1% | $9,455-72.8% | $6,940-63.0% |