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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 | $22,923 | $80,983-71.7% | $96,544-76.3% | $75,177-69.5% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 20.82% | 27.05%-6.2pp | 25.88%-5.1pp | 160.75%-139.9pp |
| Employer contribution / active EE | $1,251 | $2,282-45.2% | $2,966-57.8% | $2,671-53.2% |
| Participant deferral / active EE | $2,559 | $3,929-34.9% | $4,851-47.3% | $4,126-38.0% |
| Admin fee / account holder | $3,886 | $6,717-42.1% | $8,254-52.9% | $5,651-31.2% |