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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 | $20,742 | $78,428-73.6% | $95,960-78.4% | $79,852-74.0% |
| Participation rate | 69.4% | 73.5%-4.1pp | 77.1%-7.7pp | 69.6%-0.3pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.63%-75.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,540 | $1,945-20.8% | $2,541-39.4% | $2,471-37.7% |
| Participant deferral / active EE | $2,210 | $3,440-35.8% | $4,167-47.0% | $3,740-40.9% |
| Admin fee / account holder | $1,983 | $5,622-64.7% | $6,797-70.8% | $5,306-62.6% |