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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 | $20,861 | $86,949-76.0% | $102,460-79.6% | $80,959-74.2% |
| Participation rate | 63.0% | 72.4%-9.3pp | 76.5%-13.5pp | 67.7%-4.6pp |
| Annual return | 15.37% | 18.89%-3.5pp | 29.47%-14.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,057 | $2,370-13.2% | $3,025-32.0% | $2,757-25.4% |
| Participant deferral / active EE | $3,066 | $4,121-25.6% | $5,056-39.4% | $4,300-28.7% |
| Admin fee / account holder | $2,575 | $8,048-68.0% | $9,460-72.8% | $6,925-62.8% |