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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 | $17,448 | $116,203-85.0% | $93,621-81.4% | $152,909-88.6% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.8%-28.8pp | 82.5%-35.4pp |
| Annual return | 21.71% | 35.96%-14.3pp | 32.76%-11.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,798 | $3,219-44.1% | $2,719-33.9% | $4,764-62.3% |
| Participant deferral / active EE | $2,905 | $4,605-36.9% | $4,070-28.6% | $5,851-50.3% |
| Admin fee / account holder | $3,151 | $10,751-70.7% | $7,890-60.1% | $11,601-72.8% |