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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 | $20,686 | $78,707-73.7% | $117,861-82.4% | $70,126-70.5% |
| Participation rate | 54.3% | 73.2%-18.9pp | 79.7%-25.4pp | 69.5%-15.3pp |
| Annual return | 13.32% | 23.30%-10.0pp | 335.11%-321.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,118 | $2,223-49.7% | $3,786-70.5% | $2,343-52.3% |
| Participant deferral / active EE | $2,199 | $3,297-33.3% | $4,482-50.9% | $3,332-34.0% |
| Admin fee / account holder | $4,106 | $5,066-19.0% | $8,021-48.8% | $4,645-11.6% |