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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 | $17,708 | $48,364-63.4% | $71,796-75.3% | $62,881-71.8% |
| Participation rate | 51.6% | 60.6%-9.0pp | 69.1%-17.5pp | 69.3%-17.7pp |
| Annual return | 12.44% | 13.16%-0.7pp | 78.04%-65.6pp | 20.14%-7.7pp |
| Employer contribution / active EE | $805 | $1,042-22.8% | $1,924-58.2% | $2,281-64.7% |
| Participant deferral / active EE | $1,224 | $2,091-41.5% | $2,794-56.2% | $3,203-61.8% |
| Admin fee / account holder | $1,802 | $3,771-52.2% | $4,815-62.6% | $4,296-58.0% |