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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 | $19,854 | $215,361-90.8% | $171,082-88.4% | $273,972-92.8% |
| Participation rate | 57.9% | 82.0%-24.1pp | 76.7%-18.8pp | 83.0%-25.1pp |
| Annual return | 11.78% | 25.14%-13.4pp | 32.56%-20.8pp | 41.46%-29.7pp |
| Employer contribution / active EE | $2,289 | $4,967-53.9% | $4,002-42.8% | $4,869-53.0% |
| Participant deferral / active EE | $3,233 | $5,543-41.7% | $4,797-32.6% | $5,287-38.9% |
| Admin fee / account holder | $323 | $10,846-97.0% | $8,520-96.2% | $10,133-96.8% |