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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 | $22,269 | $156,616-85.8% | $133,346-83.3% | $198,609-88.8% |
| Participation rate | 45.5% | 77.7%-32.3pp | 72.8%-27.4pp | 82.4%-36.9pp |
| Annual return | 18.26% | 44.25%-26.0pp | 36.85%-18.6pp | 202.70%-184.4pp |
| Employer contribution / active EE | $862 | $3,368-74.4% | $2,853-69.8% | $5,055-82.9% |
| Participant deferral / active EE | $2,400 | $4,920-51.2% | $4,332-44.6% | $6,977-65.6% |
| Admin fee / account holder | $889 | $17,468-94.9% | $14,264-93.8% | $19,030-95.3% |