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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 | $18,311 | $76,551-76.1% | $123,894-85.2% | $62,881-70.9% |
| Participation rate | 39.1% | 73.0%-33.9pp | 81.4%-42.3pp | 69.3%-30.2pp |
| Annual return | 8.77% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $577 | $2,882-80.0% | $4,617-87.5% | $2,281-74.7% |
| Participant deferral / active EE | $2,203 | $4,840-54.5% | $5,984-63.2% | $3,203-31.2% |
| Admin fee / account holder | $1,671 | $4,826-65.4% | $8,357-80.0% | $4,296-61.1% |