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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 | $19,322 | $80,983-76.1% | $96,544-80.0% | $75,177-74.3% |
| Participation rate | 54.8% | 71.8%-17.0pp | 76.0%-21.1pp | 67.2%-12.4pp |
| Annual return | 16.58% | 27.05%-10.5pp | 25.88%-9.3pp | 160.75%-144.2pp |
| Employer contribution / active EE | $751 | $2,282-67.1% | $2,966-74.7% | $2,671-71.9% |
| Participant deferral / active EE | $2,261 | $3,929-42.5% | $4,851-53.4% | $4,126-45.2% |
| Admin fee / account holder | $5,090 | $6,717-24.2% | $8,254-38.3% | $5,651-9.9% |