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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 | $22,353 | $76,371-70.7% | $93,621-76.1% | $72,976-69.4% |
| Participation rate | 43.9% | 71.8%-27.9pp | 75.8%-31.9pp | 69.5%-25.6pp |
| Annual return | 19.19% | 25.82%-6.6pp | 32.76%-13.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,080 | $2,276-52.6% | $2,719-60.3% | $2,440-55.7% |
| Participant deferral / active EE | $1,946 | $3,538-45.0% | $4,070-52.2% | $3,608-46.1% |
| Admin fee / account holder | $2,020 | $6,839-70.5% | $7,890-74.4% | $5,124-60.6% |