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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 | $17,481 | $101,752-82.8% | $164,928-89.4% | $80,911-78.4% |
| Participation rate | 63.0% | 71.8%-8.9pp | 78.6%-15.7pp | 67.6%-4.7pp |
| Annual return | 13.02% | 16.73%-3.7pp | 70.08%-57.1pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,663 | $2,953-43.7% | $4,343-61.7% | $2,756-39.7% |
| Participant deferral / active EE | $2,475 | $4,477-44.7% | $6,034-59.0% | $4,297-42.4% |
| Admin fee / account holder | $802 | $8,218-90.2% | $12,684-93.7% | $6,935-88.4% |