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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 | $18,976 | $73,978-74.3% | $96,515-80.3% | $75,173-74.8% |
| Participation rate | 53.3% | 66.4%-13.1pp | 74.3%-21.0pp | 67.2%-13.9pp |
| Annual return | 19.63% | 26.72%-7.1pp | 35.73%-16.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $739 | $2,931-74.8% | $3,740-80.2% | $2,671-72.3% |
| Participant deferral / active EE | $2,932 | $3,660-19.9% | $4,880-39.9% | $4,126-28.9% |
| Admin fee / account holder | $892 | $5,219-82.9% | $6,735-86.8% | $5,651-84.2% |