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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 | $18,747 | $106,749-82.4% | $145,433-87.1% | $82,448-77.3% |
| Participation rate | 52.5% | 75.6%-23.2pp | 82.1%-29.7pp | 68.1%-15.6pp |
| Annual return | 17.33% | 27.59%-10.3pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,062 | $3,444-69.2% | $4,554-76.7% | $2,551-58.4% |
| Participant deferral / active EE | $2,520 | $6,519-61.3% | $7,897-68.1% | $4,139-39.1% |
| Admin fee / account holder | $545 | $8,390-93.5% | $13,129-95.8% | $7,234-92.5% |