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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 | $18,266 | $54,541-66.5% | $78,778-76.8% | $70,126-74.0% |
| Participation rate | 38.8% | 60.8%-22.0pp | 69.2%-30.4pp | 69.5%-30.8pp |
| Annual return | 16.50% | 21.07%-4.6pp | 35.62%-19.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $770 | $1,089-29.2% | $1,986-61.2% | $2,343-67.1% |
| Participant deferral / active EE | $1,100 | $2,210-50.2% | $2,958-62.8% | $3,332-67.0% |
| Admin fee / account holder | $357 | $3,709-90.4% | $5,134-93.0% | $4,645-92.3% |