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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 | $19,695 | $72,269-72.7% | $101,271-80.6% | $79,852-75.3% |
| Participation rate | 55.9% | 68.5%-12.6pp | 75.8%-19.9pp | 69.6%-13.8pp |
| Annual return | 14.90% | 22.29%-7.4pp | 46.48%-31.6pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,142 | $2,692-57.6% | $3,660-68.8% | $2,471-53.8% |
| Participant deferral / active EE | $2,074 | $3,282-36.8% | $4,371-52.6% | $3,740-44.6% |
| Admin fee / account holder | $755 | $4,401-82.9% | $5,948-87.3% | $5,306-85.8% |