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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 | $17,303 | $58,493-70.4% | $84,023-79.4% | $72,976-76.3% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 69.5%-14.9pp |
| Annual return | 21.82% | 28.93%-7.1pp | 71.32%-49.5pp | 81.02%-59.2pp |
| Employer contribution / active EE | $319 | $1,163-72.5% | $1,984-83.9% | $2,440-86.9% |
| Participant deferral / active EE | $1,946 | $2,394-18.7% | $3,239-39.9% | $3,608-46.0% |
| Admin fee / account holder | $2,354 | $4,569-48.5% | $6,102-61.4% | $5,124-54.1% |