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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 | $19,019 | $106,749-82.2% | $145,433-86.9% | $82,448-76.9% |
| Participation rate | 64.2% | 75.6%-11.5pp | 82.1%-17.9pp | 68.1%-3.9pp |
| Annual return | 14.34% | 27.59%-13.3pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,253 | $3,444-34.6% | $4,554-50.5% | $2,551-11.7% |
| Participant deferral / active EE | $3,648 | $6,519-44.0% | $7,897-53.8% | $4,139-11.9% |
| Admin fee / account holder | $2,122 | $8,390-74.7% | $13,129-83.8% | $7,234-70.7% |