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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 | $24,677 | $65,246-62.2% | $98,716-75.0% | $67,986-63.7% |
| Participation rate | 42.0% | 51.4%-9.4pp | 69.3%-27.3pp | 57.2%-15.2pp |
| Annual return | 16.23% | 20.58%-4.4pp | 31.81%-15.6pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,391 | $1,042+33.5% | $2,279-38.9% | $2,019-31.1% |
| Participant deferral / active EE | $4,498 | $2,594+73.4% | $4,048+11.1% | $3,358+33.9% |
| Admin fee / account holder | $7,230 | $4,561+58.5% | $8,703-16.9% | $3,203+125.7% |