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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 | $17,030 | $74,706-77.2% | $75,714-77.5% | $79,391-78.5% |
| Participation rate | 49.7% | 75.3%-25.7pp | 74.8%-25.2pp | 70.7%-21.1pp |
| Annual return | 17.97% | 18.52%-0.6pp | 104.62%-86.7pp | 116.88%-98.9pp |
| Employer contribution / active EE | $1,110 | $2,590-57.1% | $2,744-59.5% | $2,428-54.3% |
| Participant deferral / active EE | $1,596 | $3,533-54.8% | $3,820-58.2% | $4,046-60.6% |
| Admin fee / account holder | $766 | $374+104.5% | $3,619-78.8% | $627+22.2% |