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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 | $17,765 | $72,269-75.4% | $101,271-82.5% | $79,852-77.8% |
| Participation rate | 64.4% | 68.5%-4.0pp | 75.8%-11.4pp | 69.6%-5.2pp |
| Annual return | 18.17% | 22.29%-4.1pp | 46.48%-28.3pp | 31.72%-13.5pp |
| Employer contribution / active EE | $3,026 | $2,692+12.4% | $3,660-17.3% | $2,471+22.5% |
| Participant deferral / active EE | $2,524 | $3,282-23.1% | $4,371-42.2% | $3,740-32.5% |
| Admin fee / account holder | $1,064 | $4,401-75.8% | $5,948-82.1% | $5,306-80.0% |