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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 | $16,839 | $103,387-83.7% | $87,102-80.7% | $152,885-89.0% |
| Participation rate | 36.4% | 79.4%-43.0pp | 76.9%-40.5pp | 82.5%-46.1pp |
| Annual return | 16.05% | 28.10%-12.0pp | 28.19%-12.1pp | 345.39%-329.3pp |
| Employer contribution / active EE | $1,342 | $3,221-58.3% | $2,521-46.8% | $4,763-71.8% |
| Participant deferral / active EE | $2,400 | $4,778-49.8% | $4,048-40.7% | $5,851-59.0% |
| Admin fee / account holder | $1,432 | $12,193-88.3% | $7,491-80.9% | $11,598-87.7% |