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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 | $20,183 | $86,298-76.6% | $111,308-81.9% | $85,847-76.5% |
| Participation rate | 67.5% | 73.3%-5.8pp | 77.3%-9.8pp | 69.3%-1.8pp |
| Annual return | 19.53% | 19.99%-0.5pp | 54.67%-35.1pp | 318.61%-299.1pp |
| Employer contribution / active EE | $1,473 | $2,044-27.9% | $2,732-46.1% | $2,565-42.6% |
| Participant deferral / active EE | $2,635 | $3,641-27.6% | $4,487-41.3% | $3,952-33.3% |
| Admin fee / account holder | $852 | $8,189-89.6% | $7,965-89.3% | $6,261-86.4% |