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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 | $19,907 | $81,504-75.6% | $102,437-80.6% | $80,959-75.4% |
| Participation rate | 52.0% | 66.9%-14.9pp | 74.5%-22.5pp | 67.7%-15.7pp |
| Annual return | 18.96% | 25.60%-6.6pp | 24.95%-6.0pp | 35.67%-16.7pp |
| Employer contribution / active EE | $3,197 | $3,104+3.0% | $3,871-17.4% | $2,757+15.9% |
| Participant deferral / active EE | $4,145 | $3,871+7.1% | $5,060-18.1% | $4,300-3.6% |
| Admin fee / account holder | $6,851 | $6,719+2.0% | $8,388-18.3% | $6,925-1.1% |