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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 | $19,971 | $89,367-77.7% | $141,191-85.9% | $72,975-72.6% |
| Participation rate | 34.0% | 75.1%-41.1pp | 82.5%-48.5pp | 69.5%-35.5pp |
| Annual return | 23.32% | 111.87%-88.5pp | 71.41%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,416 | $3,115-54.6% | $4,736-70.1% | $2,440-42.0% |
| Participant deferral / active EE | $2,336 | $5,419-56.9% | $6,710-65.2% | $3,608-35.2% |
| Admin fee / account holder | $3,162 | $5,957-46.9% | $10,264-69.2% | $5,124-38.3% |