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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 | $19,012 | $109,782-82.7% | $260,467-92.7% | $94,015-79.8% |
| Participation rate | 66.7% | 67.2%-0.5pp | 80.5%-13.8pp | 70.8%-4.2pp |
| Annual return | 18.72% | 18.60%+0.1pp | 100.60%-81.9pp | 17.84%+0.9pp |
| Employer contribution / active EE | $2,000 | $2,147-6.8% | $4,239-52.8% | $2,790-28.3% |
| Participant deferral / active EE | $2,809 | $4,044-30.6% | $6,319-55.6% | $4,249-33.9% |
| Admin fee / account holder | $3,090 | $11,958-74.2% | $15,461-80.0% | $8,951-65.5% |