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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 | $22,972 | $95,453-75.9% | $112,040-79.5% | $82,448-72.1% |
| Participation rate | 32.5% | 72.8%-40.3pp | 76.5%-44.0pp | 68.1%-35.6pp |
| Annual return | 14.13% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,615 | $2,318-30.3% | $2,954-45.3% | $2,551-36.7% |
| Participant deferral / active EE | $3,470 | $4,224-17.8% | $5,098-31.9% | $4,139-16.2% |
| Admin fee / account holder | $17,981 | $9,013+99.5% | $12,098+48.6% | $7,234+148.6% |