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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 | $24,155 | $181,896-86.7% | $156,551-84.6% | $273,972-91.2% |
| Participation rate | 35.3% | 88.4%-53.1pp | 84.0%-48.7pp | 83.0%-47.7pp |
| Annual return | 9.28% | 30.74%-21.5pp | 32.23%-22.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,827 | $6,248-70.8% | $5,501-66.8% | $4,869-62.5% |
| Participant deferral / active EE | $2,023 | $5,550-63.5% | $4,871-58.5% | $5,287-61.7% |
| Admin fee / account holder | $675 | $15,560-95.7% | $13,028-94.8% | $10,133-93.3% |