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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 | $19,709 | $215,361-90.8% | $171,082-88.5% | $273,972-92.8% |
| Participation rate | 52.2% | 82.0%-29.9pp | 76.7%-24.5pp | 83.0%-30.8pp |
| Annual return | 9.52% | 25.14%-15.6pp | 32.56%-23.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,045 | $4,967-58.8% | $4,002-48.9% | $4,869-58.0% |
| Participant deferral / active EE | $3,973 | $5,543-28.3% | $4,797-17.2% | $5,287-24.9% |
| Admin fee / account holder | $1,084 | $10,846-90.0% | $8,520-87.3% | $10,133-89.3% |