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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 | $18,759 | $108,825-82.8% | $156,181-88.0% | $82,448-77.2% |
| Participation rate | 63.5% | 72.4%-8.9pp | 78.8%-15.4pp | 68.1%-4.6pp |
| Annual return | 18.03% | 20.59%-2.6pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,510 | $2,870-47.4% | $4,294-64.8% | $2,551-40.8% |
| Participant deferral / active EE | $2,512 | $4,577-45.1% | $6,132-59.0% | $4,139-39.3% |
| Admin fee / account holder | $461 | $9,341-95.1% | $14,586-96.8% | $7,234-93.6% |