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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 | $21,027 | $76,696-72.6% | $96,515-78.2% | $71,511-70.6% |
| Participation rate | 43.0% | 66.6%-23.6pp | 74.3%-31.4pp | 67.9%-25.0pp |
| Annual return | 20.08% | 48.32%-28.2pp | 35.73%-15.7pp | 28.86%-8.8pp |
| Employer contribution / active EE | $1,196 | $3,032-60.5% | $3,740-68.0% | $2,589-53.8% |
| Participant deferral / active EE | $2,067 | $3,770-45.2% | $4,880-57.6% | $4,291-51.8% |
| Admin fee / account holder | $756 | $2,030-62.7% | $6,735-88.8% | $1,588-52.4% |