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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 | $19,118 | $88,672-78.4% | $105,223-81.8% | $82,448-76.8% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 19.63% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,798 | $3,048-41.0% | $3,689-51.3% | $2,551-29.5% |
| Participant deferral / active EE | $3,247 | $4,036-19.6% | $5,072-36.0% | $4,139-21.6% |
| Admin fee / account holder | $3,248 | $7,146-54.6% | $8,859-63.3% | $7,234-55.1% |