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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 | $22,444 | $60,349-62.8% | $74,184-69.7% | $62,881-64.3% |
| Participation rate | 56.4% | 72.7%-16.3pp | 76.6%-20.2pp | 69.3%-12.9pp |
| Annual return | 9.04% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,369 | $1,680-18.5% | $2,370-42.2% | $2,281-40.0% |
| Participant deferral / active EE | $2,483 | $2,856-13.1% | $3,550-30.1% | $3,203-22.5% |
| Admin fee / account holder | $345 | $4,261-91.9% | $5,586-93.8% | $4,296-92.0% |