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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 | $23,001 | $60,349-61.9% | $74,184-69.0% | $62,881-63.4% |
| Participation rate | 61.8% | 72.7%-11.0pp | 76.6%-14.9pp | 69.3%-7.5pp |
| Annual return | 7.73% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $997 | $1,680-40.7% | $2,370-57.9% | $2,281-56.3% |
| Participant deferral / active EE | $2,222 | $2,856-22.2% | $3,550-37.4% | $3,203-30.6% |
| Admin fee / account holder | $391 | $4,261-90.8% | $5,586-93.0% | $4,296-90.9% |