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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 | $12,555 | $72,269-82.6% | $101,271-87.6% | $79,852-84.3% |
| Participation rate | 59.6% | 68.5%-8.9pp | 75.8%-16.2pp | 69.6%-10.1pp |
| Annual return | 22.21% | 22.29%-0.1pp | 46.48%-24.3pp | 31.72%-9.5pp |
| Employer contribution / active EE | $1,251 | $2,692-53.5% | $3,660-65.8% | $2,471-49.4% |
| Participant deferral / active EE | $3,424 | $3,282+4.3% | $4,371-21.7% | $3,740-8.5% |
| Admin fee / account holder | $1,918 | $4,401-56.4% | $5,948-67.8% | $5,306-63.9% |