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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 | $24,527 | $80,992-69.7% | $96,534-74.6% | $75,173-67.4% |
| Participation rate | 53.7% | 71.8%-18.1pp | 76.0%-22.2pp | 67.2%-13.5pp |
| Annual return | 17.79% | 27.05%-9.3pp | 25.88%-8.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,405 | $2,283-38.5% | $2,965-52.6% | $2,671-47.4% |
| Participant deferral / active EE | $2,024 | $3,929-48.5% | $4,851-58.3% | $4,126-50.9% |
| Admin fee / account holder | $860 | $6,717-87.2% | $8,253-89.6% | $5,651-84.8% |