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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 | $19,747 | $78,428-74.8% | $95,960-79.4% | $79,852-75.3% |
| Participation rate | 62.8% | 73.5%-10.7pp | 77.1%-14.3pp | 69.6%-6.8pp |
| Annual return | 15.38% | 19.37%-4.0pp | 91.63%-76.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,078 | $1,945-44.6% | $2,541-57.6% | $2,471-56.4% |
| Participant deferral / active EE | $1,799 | $3,440-47.7% | $4,167-56.8% | $3,740-51.9% |
| Admin fee / account holder | $2,510 | $5,622-55.4% | $6,797-63.1% | $5,306-52.7% |