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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 | $20,078 | $76,551-73.8% | $123,894-83.8% | $62,881-68.1% |
| Participation rate | 58.6% | 73.0%-14.4pp | 81.4%-22.8pp | 69.3%-10.7pp |
| Annual return | 7.16% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $583 | $2,882-79.8% | $4,617-87.4% | $2,281-74.4% |
| Participant deferral / active EE | $4,119 | $4,840-14.9% | $5,984-31.2% | $3,203+28.6% |
| Admin fee / account holder | $2,999 | $4,826-37.8% | $8,357-64.1% | $4,296-30.2% |