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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 | $22,184 | $60,349-63.2% | $74,183-70.1% | $62,891-64.7% |
| Participation rate | 31.3% | 72.7%-41.5pp | 76.6%-45.4pp | 69.3%-38.1pp |
| Annual return | 6.47% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $870 | $1,680-48.2% | $2,370-63.3% | $2,281-61.9% |
| Participant deferral / active EE | $2,307 | $2,856-19.2% | $3,550-35.0% | $3,203-28.0% |
| Admin fee / account holder | $1,175 | $4,261-72.4% | $5,586-79.0% | $4,296-72.7% |