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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 | $20,046 | $65,582-69.4% | $64,101-68.7% | $71,511-72.0% |
| Participation rate | 58.1% | 73.2%-15.1pp | 72.3%-14.2pp | 67.9%-9.8pp |
| Annual return | 16.33% | 18.96%-2.6pp | 33.72%-17.4pp | 28.86%-12.5pp |
| Employer contribution / active EE | $1,193 | $2,671-55.3% | $2,749-56.6% | $2,589-53.9% |
| Participant deferral / active EE | $2,288 | $3,628-36.9% | $3,881-41.0% | $4,291-46.7% |
| Admin fee / account holder | $5,671 | $616+820.0% | $3,070+84.7% | $1,588+257.0% |