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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 | $106,864-82.5% | $147,318-87.3% | $82,637-77.3% |
| Participation rate | 52.5% | 75.5%-23.0pp | 82.1%-29.6pp | 68.1%-15.6pp |
| Annual return | 17.33% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,062 | $3,417-68.9% | $4,593-76.9% | $2,552-58.4% |
| Participant deferral / active EE | $2,520 | $6,496-61.2% | $7,906-68.1% | $4,126-38.9% |
| Admin fee / account holder | $545 | $8,415-93.5% | $13,708-96.0% | $7,339-92.6% |