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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 | $23,454 | $67,602-65.3% | $82,312-71.5% | $70,126-66.6% |
| Participation rate | 50.7% | 72.8%-22.0pp | 76.9%-26.1pp | 69.5%-18.8pp |
| Annual return | 13.60% | 21.57%-8.0pp | 25.88%-12.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,230 | $1,755-29.9% | $2,428-49.4% | $2,343-47.5% |
| Participant deferral / active EE | $2,113 | $2,987-29.3% | $3,706-43.0% | $3,332-36.6% |
| Admin fee / account holder | $3,653 | $4,512-19.0% | $5,608-34.9% | $4,645-21.4% |