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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 | $76,834-76.5% | $108,359-83.4% | $87,485-79.4% |
| Participation rate | 58.3% | 61.7%-3.4pp | 70.1%-11.8pp | 68.9%-10.6pp |
| Annual return | 18.61% | 19.09%-0.5pp | 36.89%-18.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $852 | $1,556-45.3% | $2,399-64.5% | $2,596-67.2% |
| Participant deferral / active EE | $1,828 | $3,100-41.0% | $4,137-55.8% | $4,274-57.2% |
| Admin fee / account holder | $472 | $6,537-92.8% | $9,741-95.2% | $7,775-93.9% |