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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 | $20,524 | $106,524-80.7% | $152,301-86.5% | $87,485-76.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 18.09% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,411 | $3,371-58.1% | $4,624-69.5% | $2,596-45.6% |
| Participant deferral / active EE | $3,417 | $6,525-47.6% | $8,004-57.3% | $4,274-20.0% |
| Admin fee / account holder | $329 | $8,287-96.0% | $14,398-97.7% | $7,775-95.8% |