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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 | $110,137-83.0% | $161,149-88.4% | $82,637-77.3% |
| Participation rate | 63.5% | 72.4%-8.9pp | 78.8%-15.4pp | 68.1%-4.6pp |
| Annual return | 18.03% | 20.69%-2.7pp | 21.16%-3.1pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,510 | $2,856-47.1% | $4,360-65.4% | $2,552-40.9% |
| Participant deferral / active EE | $2,512 | $4,575-45.1% | $6,153-59.2% | $4,126-39.1% |
| Admin fee / account holder | $461 | $9,467-95.1% | $15,194-97.0% | $7,339-93.7% |