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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 | $18,692 | $81,487-77.1% | $102,412-81.7% | $80,935-76.9% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 12.57% | 25.60%-13.0pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,378 | $3,103-55.6% | $3,870-64.4% | $2,757-50.0% |
| Participant deferral / active EE | $1,738 | $3,871-55.1% | $5,060-65.6% | $4,299-59.6% |
| Admin fee / account holder | $2,985 | $6,717-55.6% | $8,388-64.4% | $6,924-56.9% |