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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 | $18,576 | $72,486-74.4% | $87,103-78.7% | $72,976-74.5% |
| Participation rate | 53.7% | 72.8%-19.2pp | 76.9%-23.2pp | 69.5%-15.8pp |
| Annual return | 24.24% | 24.46%-0.2pp | 28.19%-4.0pp | 81.02%-56.8pp |
| Employer contribution / active EE | $1,321 | $1,894-30.2% | $2,521-47.6% | $2,440-45.8% |
| Participant deferral / active EE | $1,526 | $3,270-53.3% | $4,049-62.3% | $3,608-57.7% |
| Admin fee / account holder | $1,404 | $5,055-72.2% | $7,491-81.3% | $5,124-72.6% |