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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 | $17,999 | $67,602-73.4% | $82,312-78.1% | $70,126-74.3% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.1pp |
| Annual return | 18.10% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,012 | $1,755-42.3% | $2,428-58.3% | $2,343-56.8% |
| Participant deferral / active EE | $1,784 | $2,987-40.3% | $3,706-51.9% | $3,332-46.5% |
| Admin fee / account holder | $873 | $4,512-80.6% | $5,608-84.4% | $4,645-81.2% |