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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 | $18,239 | $147,556-87.6% | $129,031-85.9% | $198,609-90.8% |
| Participation rate | 53.8% | 77.2%-23.4pp | 73.4%-19.5pp | 82.4%-28.5pp |
| Annual return | 19.77% | 37.41%-17.6pp | 34.67%-14.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $929 | $3,645-74.5% | $3,226-71.2% | $5,055-81.6% |
| Participant deferral / active EE | $1,799 | $5,760-68.8% | $5,217-65.5% | $6,977-74.2% |
| Admin fee / account holder | $1,243 | $15,467-92.0% | $13,208-90.6% | $19,030-93.5% |