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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 | $19,094 | $95,453-80.0% | $112,040-83.0% | $82,448-76.8% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 24.04% | 23.92%+0.1pp | 24.52%-0.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $1,178 | $2,318-49.2% | $2,954-60.1% | $2,551-53.8% |
| Participant deferral / active EE | $2,455 | $4,224-41.9% | $5,098-51.8% | $4,139-40.7% |
| Admin fee / account holder | $5,343 | $9,013-40.7% | $12,098-55.8% | $7,234-26.2% |