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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 | $20,227 | $77,358-73.9% | $102,184-80.2% | $87,485-76.9% |
| Participation rate | 50.0% | 78.7%-28.7pp | 82.6%-32.6pp | 68.9%-18.9pp |
| Annual return | 17.59% | 41.11%-23.5pp | 31.58%-14.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,148 | $2,562-16.2% | $3,594-40.2% | $2,596-17.3% |
| Participant deferral / active EE | $3,303 | $6,753-51.1% | $8,309-60.2% | $4,274-22.7% |
| Admin fee / account holder | $7,340 | $6,809+7.8% | $11,609-36.8% | $7,775-5.6% |