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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 | $21,410 | $86,922-75.4% | $102,438-79.1% | $80,874-73.5% |
| Participation rate | 61.6% | 72.4%-10.7pp | 76.5%-14.9pp | 67.6%-6.0pp |
| Annual return | 17.64% | 18.90%-1.3pp | 29.37%-11.7pp | 35.62%-18.0pp |
| Employer contribution / active EE | $2,208 | $2,369-6.8% | $3,024-27.0% | $2,756-19.9% |
| Participant deferral / active EE | $3,987 | $4,119-3.2% | $5,054-21.1% | $4,297-7.2% |
| Admin fee / account holder | $562 | $8,050-93.0% | $9,448-94.1% | $6,935-91.9% |