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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 | $18,129 | $86,294-79.0% | $111,303-83.7% | $85,856-78.9% |
| Participation rate | 45.2% | 73.3%-28.1pp | 77.3%-32.1pp | 69.3%-24.1pp |
| Annual return | 24.49% | 19.99%+4.5pp | 54.66%-30.2pp | 318.58%-294.1pp |
| Employer contribution / active EE | $1,162 | $2,043-43.1% | $2,731-57.4% | $2,565-54.7% |
| Participant deferral / active EE | $2,283 | $3,641-37.3% | $4,487-49.1% | $3,952-42.2% |
| Admin fee / account holder | $1,015 | $8,189-87.6% | $7,966-87.3% | $6,261-83.8% |