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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 | $23,231 | $95,453-75.7% | $112,040-79.3% | $82,448-71.8% |
| Participation rate | 55.2% | 72.8%-17.5pp | 76.5%-21.3pp | 68.1%-12.8pp |
| Annual return | 18.00% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,267 | $2,318-45.4% | $2,954-57.1% | $2,551-50.3% |
| Participant deferral / active EE | $2,647 | $4,224-37.3% | $5,098-48.1% | $4,139-36.1% |
| Admin fee / account holder | $441 | $9,013-95.1% | $12,098-96.4% | $7,234-93.9% |