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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 | $16,571 | $88,672-81.3% | $105,223-84.3% | $82,448-79.9% |
| Participation rate | 47.0% | 67.9%-21.0pp | 75.0%-28.1pp | 68.1%-21.1pp |
| Annual return | 17.70% | 30.86%-13.2pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $816 | $3,048-73.2% | $3,689-77.9% | $2,551-68.0% |
| Participant deferral / active EE | $1,734 | $4,036-57.0% | $5,072-65.8% | $4,139-58.1% |
| Admin fee / account holder | $2,025 | $7,146-71.7% | $8,859-77.1% | $7,234-72.0% |