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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 | $20,136 | $91,559-78.0% | $133,959-85.0% | $79,858-74.8% |
| Participation rate | 54.1% | 73.3%-19.3pp | 79.8%-25.8pp | 69.6%-15.6pp |
| Annual return | 18.22% | 61.85%-43.6pp | 45.09%-26.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $1,105 | $2,384-53.6% | $3,919-71.8% | $2,471-55.3% |
| Participant deferral / active EE | $3,064 | $3,734-17.9% | $5,047-39.3% | $3,740-18.1% |
| Admin fee / account holder | $3,561 | $6,321-43.7% | $8,928-60.1% | $5,306-32.9% |