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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 | $93,345-78.6% | $119,126-83.2% | $87,485-77.2% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 17.82% | 19.08%-1.3pp | 282.11%-264.3pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,089 | $3,172-34.1% | $4,034-48.2% | $2,596-19.5% |
| Participant deferral / active EE | $2,027 | $4,099-50.6% | $5,318-61.9% | $4,274-52.6% |
| Admin fee / account holder | $851 | $8,039-89.4% | $10,693-92.0% | $7,775-89.1% |