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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 | $83,898-78.5% | $133,346-86.5% | $94,015-80.8% |
| Participation rate | 58.3% | 63.4%-5.0pp | 72.8%-14.5pp | 70.8%-12.5pp |
| Annual return | 18.61% | 16.00%+2.6pp | 36.85%-18.2pp | 17.84%+0.8pp |
| Employer contribution / active EE | $852 | $1,821-53.2% | $2,853-70.1% | $2,790-69.5% |
| Participant deferral / active EE | $1,828 | $3,245-43.7% | $4,332-57.8% | $4,249-57.0% |
| Admin fee / account holder | $472 | $7,809-94.0% | $14,264-96.7% | $8,951-94.7% |