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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 | $19,007 | $89,367-78.7% | $141,191-86.5% | $72,975-74.0% |
| Participation rate | 35.9% | 75.1%-39.2pp | 82.5%-46.6pp | 69.5%-33.6pp |
| Annual return | 35.75% | 111.87%-76.1pp | 71.41%-35.7pp | 81.01%-45.3pp |
| Employer contribution / active EE | $1,112 | $3,115-64.3% | $4,736-76.5% | $2,440-54.4% |
| Participant deferral / active EE | $2,402 | $5,419-55.7% | $6,710-64.2% | $3,608-33.4% |
| Admin fee / account holder | $816 | $5,957-86.3% | $10,264-92.0% | $5,124-84.1% |