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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 | $18,928 | $73,978-74.4% | $96,515-80.4% | $75,173-74.8% |
| Participation rate | 51.4% | 66.4%-15.0pp | 74.3%-22.9pp | 67.2%-15.8pp |
| Annual return | 19.49% | 26.72%-7.2pp | 35.73%-16.2pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,424 | $2,931-51.4% | $3,740-61.9% | $2,671-46.7% |
| Participant deferral / active EE | $3,114 | $3,660-14.9% | $4,880-36.2% | $4,126-24.5% |
| Admin fee / account holder | $422 | $5,219-91.9% | $6,735-93.7% | $5,651-92.5% |