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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 | $97,550-76.5% | $120,344-80.9% | $87,485-73.7% |
| Participation rate | 32.5% | 72.8%-40.3pp | 76.7%-44.2pp | 68.9%-36.4pp |
| Annual return | 14.13% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,615 | $2,291-29.5% | $3,020-46.5% | $2,596-37.8% |
| Participant deferral / active EE | $3,470 | $4,230-18.0% | $5,135-32.4% | $4,274-18.8% |
| Admin fee / account holder | $17,981 | $9,543+88.4% | $12,742+41.1% | $7,775+131.3% |