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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 | $18,040 | $73,787-75.6% | $98,716-81.7% | $82,448-78.1% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.3%-11.0pp | 68.1%-9.7pp |
| Annual return | 18.61% | 18.57%0pp | 31.81%-13.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $852 | $1,511-43.6% | $2,279-62.6% | $2,551-66.6% |
| Participant deferral / active EE | $1,828 | $3,081-40.7% | $4,048-54.8% | $4,139-55.8% |
| Admin fee / account holder | $472 | $6,500-92.7% | $8,703-94.6% | $7,234-93.5% |