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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 | $18,838 | $165,939-88.6% | $122,354-84.6% | $147,586-87.2% |
| Participation rate | 57.1% | 79.6%-22.4pp | 71.6%-14.5pp | 82.8%-25.7pp |
| Annual return | 11.76% | 34.56%-22.8pp | 30.28%-18.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $375 | $5,754-93.5% | $4,051-90.7% | $4,876-92.3% |
| Participant deferral / active EE | $1,659 | $4,005-58.6% | $3,287-49.5% | $5,439-69.5% |
| Admin fee / account holder | $2,084 | $7,425-71.9% | $5,479-62.0% | $10,886-80.9% |