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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 | $27,397 | $97,550-71.9% | $120,344-77.2% | $87,485-68.7% |
| Participation rate | 63.0% | 72.8%-9.9pp | 76.7%-13.7pp | 68.9%-6.0pp |
| Annual return | 13.31% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,480 | $2,291-35.4% | $3,020-51.0% | $2,596-43.0% |
| Participant deferral / active EE | $3,078 | $4,230-27.2% | $5,135-40.1% | $4,274-28.0% |
| Admin fee / account holder | $1,472 | $9,543-84.6% | $12,742-88.4% | $7,775-81.1% |