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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 | $22,908 | $78,705-70.9% | $117,860-80.6% | $70,124-67.3% |
| Participation rate | 56.6% | 73.2%-16.6pp | 79.7%-23.1pp | 69.5%-12.9pp |
| Annual return | 15.55% | 23.30%-7.7pp | 335.10%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $538 | $2,223-75.8% | $3,786-85.8% | $2,342-77.0% |
| Participant deferral / active EE | $1,575 | $3,297-52.2% | $4,482-64.9% | $3,332-52.7% |
| Admin fee / account holder | $934 | $5,065-81.6% | $8,021-88.4% | $4,645-79.9% |