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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 | $19,940 | $81,208-75.4% | $98,920-79.8% | $79,852-75.0% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 15.98% | 60.99%-45.0pp | 196.47%-180.5pp | 31.72%-15.7pp |
| Employer contribution / active EE | $957 | $1,960-51.1% | $2,689-64.4% | $2,471-61.3% |
| Participant deferral / active EE | $1,820 | $3,265-44.3% | $4,245-57.1% | $3,740-51.3% |
| Admin fee / account holder | $1,496 | $6,013-75.1% | $6,643-77.5% | $5,306-71.8% |