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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 | $18,784 | $99,652-81.2% | $78,778-76.2% | $147,586-87.3% |
| Participation rate | 64.7% | 76.2%-11.5pp | 69.2%-4.5pp | 82.8%-18.1pp |
| Annual return | 10.48% | 47.28%-36.8pp | 35.62%-25.1pp | 578.59%-568.1pp |
| Employer contribution / active EE | $1,572 | $2,796-43.8% | $1,986-20.8% | $4,876-67.8% |
| Participant deferral / active EE | $3,643 | $3,664-0.5% | $2,958+23.2% | $5,439-33.0% |
| Admin fee / account holder | $1,678 | $7,155-76.6% | $5,134-67.3% | $10,886-84.6% |