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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 | $17,538 | $81,487-78.5% | $102,412-82.9% | $80,935-78.3% |
| Participation rate | 27.5% | 66.8%-39.3pp | 74.5%-47.0pp | 67.7%-40.2pp |
| Annual return | 12.47% | 25.60%-13.1pp | 24.94%-12.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $925 | $3,103-70.2% | $3,870-76.1% | $2,757-66.4% |
| Participant deferral / active EE | $2,442 | $3,871-36.9% | $5,060-51.7% | $4,299-43.2% |
| Admin fee / account holder | $4,195 | $6,717-37.6% | $8,388-50.0% | $6,924-39.4% |