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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 | $19,013 | $58,493-67.5% | $84,021-77.4% | $72,975-73.9% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 17.54% | 28.93%-11.4pp | 71.32%-53.8pp | 81.01%-63.5pp |
| Employer contribution / active EE | $496 | $1,163-57.3% | $1,984-75.0% | $2,440-79.7% |
| Participant deferral / active EE | $1,638 | $2,394-31.6% | $3,239-49.4% | $3,608-54.6% |
| Admin fee / account holder | $668 | $4,569-85.4% | $6,102-89.1% | $5,124-87.0% |