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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 | $18,423 | $79,955-77.0% | $98,461-81.3% | $75,173-75.5% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.2%-27.2pp | 67.2%-19.2pp |
| Annual return | 14.08% | 19.75%-5.7pp | 21.17%-7.1pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,476 | $2,264-34.8% | $3,049-51.6% | $2,671-44.7% |
| Participant deferral / active EE | $2,192 | $3,752-41.6% | $4,738-53.7% | $4,126-46.9% |
| Admin fee / account holder | $982 | $6,841-85.6% | $8,961-89.0% | $5,651-82.6% |