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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 | $20,043 | $81,208-75.3% | $98,920-79.7% | $79,852-74.9% |
| Participation rate | 59.2% | 72.5%-13.3pp | 76.0%-16.8pp | 69.6%-10.5pp |
| Annual return | 16.13% | 60.99%-44.9pp | 196.47%-180.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $606 | $1,960-69.1% | $2,689-77.5% | $2,471-75.5% |
| Participant deferral / active EE | $1,606 | $3,265-50.8% | $4,245-62.2% | $3,740-57.1% |
| Admin fee / account holder | $986 | $6,013-83.6% | $6,643-85.2% | $5,306-81.4% |