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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 | $19,359 | $93,346-79.3% | $71,796-73.0% | $273,972-92.9% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 7.22% | 130.39%-123.2pp | 78.04%-70.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,286 | $2,733-16.4% | $1,924+18.8% | $4,869-53.0% |
| Participant deferral / active EE | $1,463 | $3,475-57.9% | $2,794-47.6% | $5,287-72.3% |
| Admin fee / account holder | $1,756 | $6,571-73.3% | $4,815-63.5% | $10,133-82.7% |