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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 | $24,870 | $87,106-71.4% | $105,607-76.5% | $80,935-69.3% |
| Participation rate | 47.1% | 70.4%-23.3pp | 75.3%-28.1pp | 67.7%-20.5pp |
| Annual return | 16.66% | 17.01%-0.3pp | 116.11%-99.4pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,393 | $2,396-41.9% | $3,167-56.0% | $2,757-49.5% |
| Participant deferral / active EE | $2,907 | $3,986-27.1% | $5,011-42.0% | $4,299-32.4% |
| Admin fee / account holder | $3,398 | $8,447-59.8% | $10,958-69.0% | $6,924-50.9% |