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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 | $19,982 | $88,672-77.5% | $105,223-81.0% | $82,448-75.8% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 17.82% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,089 | $3,048-31.5% | $3,689-43.4% | $2,551-18.1% |
| Participant deferral / active EE | $2,027 | $4,036-49.8% | $5,072-60.0% | $4,139-51.0% |
| Admin fee / account holder | $851 | $7,146-88.1% | $8,859-90.4% | $7,234-88.2% |