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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 | $19,870 | $93,057-78.6% | $153,500-87.1% | $80,925-75.4% |
| Participation rate | 60.5% | 69.0%-8.5pp | 77.1%-16.6pp | 67.7%-7.1pp |
| Annual return | 12.99% | 19.96%-7.0pp | 15.70%-2.7pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,428 | $3,507-30.8% | $5,039-51.8% | $2,756-11.9% |
| Participant deferral / active EE | $3,759 | $5,179-27.4% | $6,756-44.4% | $4,299-12.5% |
| Admin fee / account holder | $3,237 | $8,885-63.6% | $12,736-74.6% | $6,940-53.4% |