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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 | $19,603 | $81,457-75.9% | $103,378-81.0% | $80,911-75.8% |
| Participation rate | 59.4% | 66.8%-7.5pp | 74.5%-15.1pp | 67.6%-8.3pp |
| Annual return | 14.16% | 25.58%-11.4pp | 24.91%-10.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $1,778 | $3,107-42.8% | $3,870-54.1% | $2,756-35.5% |
| Participant deferral / active EE | $2,739 | $3,871-29.2% | $5,058-45.8% | $4,297-36.3% |
| Admin fee / account holder | $958 | $6,717-85.7% | $8,401-88.6% | $6,935-86.2% |