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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 | $19,603 | $135,956-85.6% | $123,894-84.2% | $273,972-92.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 14.79% | 56.63%-41.8pp | 47.52%-32.7pp | 41.46%-26.7pp |
| Employer contribution / active EE | $2,406 | $5,170-53.5% | $4,617-47.9% | $4,869-50.6% |
| Participant deferral / active EE | $5,274 | $6,343-16.8% | $5,984-11.9% | $5,287-0.2% |
| Admin fee / account holder | $4,007 | $9,817-59.2% | $8,357-52.1% | $10,133-60.5% |