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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 | $24,019 | $59,267-59.5% | $96,575-75.1% | $79,393-69.7% |
| Participation rate | 36.2% | 61.9%-25.7pp | 69.8%-33.6pp | 70.7%-34.5pp |
| Annual return | 14.34% | 27.08%-12.7pp | 37.79%-23.4pp | 116.87%-102.5pp |
| Employer contribution / active EE | $1,066 | $1,216-12.4% | $2,357-54.8% | $2,428-56.1% |
| Participant deferral / active EE | $2,274 | $2,947-22.9% | $3,849-40.9% | $4,046-43.8% |
| Admin fee / account holder | $533 | $659-19.1% | $6,182-91.4% | $627-14.9% |