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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 | $25,422 | $105,284-75.9% | $150,734-83.1% | $94,015-73.0% |
| Participation rate | 56.3% | 71.7%-15.5pp | 78.4%-22.2pp | 70.8%-14.6pp |
| Annual return | 17.83% | 15.67%+2.2pp | 600.81%-583.0pp | 17.84%0pp |
| Employer contribution / active EE | $2,531 | $3,599-29.7% | $4,918-48.5% | $2,790-9.3% |
| Participant deferral / active EE | $4,178 | $4,274-2.2% | $5,610-25.5% | $4,249-1.7% |
| Admin fee / account holder | $3,410 | $9,839-65.3% | $14,905-77.1% | $8,951-61.9% |