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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 | $26,662 | $108,825-75.5% | $156,181-82.9% | $82,448-67.7% |
| Participation rate | 48.5% | 72.4%-23.9pp | 78.8%-30.3pp | 68.1%-19.6pp |
| Annual return | 18.94% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,393 | $2,870-51.5% | $4,294-67.6% | $2,551-45.4% |
| Participant deferral / active EE | $2,283 | $4,577-50.1% | $6,132-62.8% | $4,139-44.8% |
| Admin fee / account holder | $2,421 | $9,341-74.1% | $14,586-83.4% | $7,234-66.5% |