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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 | $18,727 | $117,846-84.1% | $102,434-81.7% | $145,884-87.2% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 8.70% | 31.90%-23.2pp | 29.46%-20.8pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,144 | $3,615-68.3% | $3,023-62.2% | $4,662-75.5% |
| Participant deferral / active EE | $3,410 | $5,733-40.5% | $5,055-32.6% | $6,690-49.0% |
| Admin fee / account holder | $5,714 | $13,356-57.2% | $9,462-39.6% | $13,392-57.3% |