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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 | $23,987 | $67,602-64.5% | $82,312-70.9% | $70,126-65.8% |
| Participation rate | 63.3% | 72.8%-9.4pp | 76.9%-13.6pp | 69.5%-6.2pp |
| Annual return | 16.32% | 21.57%-5.2pp | 25.88%-9.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,093 | $1,755-37.7% | $2,428-55.0% | $2,343-53.3% |
| Participant deferral / active EE | $2,122 | $2,987-29.0% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $2,859 | $4,512-36.6% | $5,608-49.0% | $4,645-38.5% |