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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 | $18,264 | $58,828-69.0% | $78,002-76.6% | $62,881-71.0% |
| Participation rate | 35.0% | 71.1%-36.1pp | 75.5%-40.5pp | 69.3%-34.3pp |
| Annual return | 8.43% | 17.16%-8.7pp | 425.99%-417.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $830 | $1,672-50.3% | $2,470-66.4% | $2,281-63.6% |
| Participant deferral / active EE | $1,769 | $2,686-34.1% | $3,497-49.4% | $3,203-44.8% |
| Admin fee / account holder | $2,272 | $4,393-48.3% | $5,481-58.5% | $4,296-47.1% |