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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 | $19,352 | $76,696-74.8% | $96,538-80.0% | $71,529-72.9% |
| Participation rate | 40.0% | 66.6%-26.6pp | 74.3%-34.3pp | 67.9%-27.9pp |
| Annual return | 21.13% | 48.32%-27.2pp | 35.74%-14.6pp | 28.97%-7.8pp |
| Employer contribution / active EE | $1,067 | $3,032-64.8% | $3,740-71.5% | $2,590-58.8% |
| Participant deferral / active EE | $2,008 | $3,770-46.7% | $4,880-58.8% | $4,291-53.2% |
| Admin fee / account holder | $1,061 | $2,030-47.7% | $6,737-84.2% | $1,588-33.2% |