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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 | $17,917 | $93,346-80.8% | $71,796-75.0% | $273,972-93.5% |
| Participation rate | 43.5% | 76.5%-33.1pp | 69.1%-25.6pp | 83.0%-39.5pp |
| Annual return | 7.20% | 130.39%-123.2pp | 78.04%-70.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $819 | $2,733-70.0% | $1,924-57.4% | $4,869-83.2% |
| Participant deferral / active EE | $1,242 | $3,475-64.3% | $2,794-55.5% | $5,287-76.5% |
| Admin fee / account holder | $2,761 | $6,571-58.0% | $4,815-42.7% | $10,133-72.8% |