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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 | $20,299 | $210,908-90.4% | $153,643-86.8% | $145,884-86.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.84% | 13.46%-2.6pp | 15.71%-4.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,564 | $6,055-74.2% | $5,039-69.0% | $4,662-66.4% |
| Participant deferral / active EE | $3,129 | $7,976-60.8% | $6,754-53.7% | $6,690-53.2% |
| Admin fee / account holder | $2,757 | $19,477-85.8% | $12,739-78.4% | $13,392-79.4% |