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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 | $17,530 | $95,453-81.6% | $112,040-84.4% | $82,448-78.7% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.5%-10.7pp | 68.1%-2.3pp |
| Annual return | 22.53% | 23.92%-1.4pp | 24.52%-2.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,229 | $2,318-3.8% | $2,954-24.5% | $2,551-12.6% |
| Participant deferral / active EE | $3,522 | $4,224-16.6% | $5,098-30.9% | $4,139-14.9% |
| Admin fee / account holder | $2,576 | $9,013-71.4% | $12,098-78.7% | $7,234-64.4% |