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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 | $24,437 | $79,955-69.4% | $98,461-75.2% | $75,173-67.5% |
| Participation rate | 51.9% | 70.4%-18.5pp | 75.2%-23.3pp | 67.2%-15.4pp |
| Annual return | 18.61% | 19.75%-1.1pp | 21.17%-2.6pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,204 | $2,264-46.8% | $3,049-60.5% | $2,671-54.9% |
| Participant deferral / active EE | $3,127 | $3,752-16.7% | $4,738-34.0% | $4,126-24.2% |
| Admin fee / account holder | $3,872 | $6,841-43.4% | $8,961-56.8% | $5,651-31.5% |