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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 | $23,233 | $95,453-75.7% | $112,040-79.3% | $82,448-71.8% |
| Participation rate | 52.2% | 72.8%-20.6pp | 76.5%-24.3pp | 68.1%-15.9pp |
| Annual return | 17.21% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,742 | $2,318-24.8% | $2,954-41.0% | $2,551-31.7% |
| Participant deferral / active EE | $3,368 | $4,224-20.3% | $5,098-33.9% | $4,139-18.6% |
| Admin fee / account holder | $1,705 | $9,013-81.1% | $12,098-85.9% | $7,234-76.4% |