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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 | $20,685 | $67,602-69.4% | $82,312-74.9% | $70,126-70.5% |
| Participation rate | 55.7% | 72.8%-17.1pp | 76.9%-21.2pp | 69.5%-13.8pp |
| Annual return | 14.14% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,165 | $1,755-33.6% | $2,428-52.0% | $2,343-50.3% |
| Participant deferral / active EE | $1,460 | $2,987-51.1% | $3,706-60.6% | $3,332-56.2% |
| Admin fee / account holder | $706 | $4,512-84.3% | $5,608-87.4% | $4,645-84.8% |