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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 | $20,508 | $106,749-80.8% | $145,433-85.9% | $82,448-75.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 20.70% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,313 | $3,444-32.8% | $4,554-49.2% | $2,551-9.3% |
| Participant deferral / active EE | $3,243 | $6,519-50.2% | $7,897-58.9% | $4,139-21.6% |
| Admin fee / account holder | $1,828 | $8,390-78.2% | $13,129-86.1% | $7,234-74.7% |