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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 | $20,701 | $76,551-73.0% | $123,894-83.3% | $62,881-67.1% |
| Participation rate | 61.0% | 73.0%-11.9pp | 81.4%-20.4pp | 69.3%-8.3pp |
| Annual return | 11.81% | 18.68%-6.9pp | 47.52%-35.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,611 | $2,882-44.1% | $4,617-65.1% | $2,281-29.4% |
| Participant deferral / active EE | $2,990 | $4,840-38.2% | $5,984-50.0% | $3,203-6.6% |
| Admin fee / account holder | $2,235 | $4,826-53.7% | $8,357-73.3% | $4,296-48.0% |