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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 | $25,590 | $114,712-77.7% | $173,730-85.3% | $87,485-70.7% |
| Participation rate | 51.1% | 73.0%-21.9pp | 79.6%-28.5pp | 68.9%-17.8pp |
| Annual return | 16.54% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,610 | $2,904-44.6% | $4,577-64.8% | $2,596-38.0% |
| Participant deferral / active EE | $2,649 | $4,642-42.9% | $6,326-58.1% | $4,274-38.0% |
| Admin fee / account holder | $7,009 | $10,210-31.3% | $17,523-60.0% | $7,775-9.8% |