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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 | $22,846 | $106,749-78.6% | $145,433-84.3% | $82,448-72.3% |
| Participation rate | 47.6% | 75.6%-28.1pp | 82.1%-34.6pp | 68.1%-20.5pp |
| Annual return | 23.15% | 27.59%-4.4pp | 66.58%-43.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,966 | $3,444-42.9% | $4,554-56.8% | $2,551-22.9% |
| Participant deferral / active EE | $3,276 | $6,519-49.7% | $7,897-58.5% | $4,139-20.9% |
| Admin fee / account holder | $4,929 | $8,390-41.3% | $13,129-62.5% | $7,234-31.9% |