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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 | $18,825 | $79,557-76.3% | $118,746-84.1% | $70,126-73.2% |
| Participation rate | 29.5% | 71.4%-41.8pp | 78.3%-48.8pp | 69.5%-40.0pp |
| Annual return | 20.83% | 25.64%-4.8pp | 24.54%-3.7pp | 73.15%-52.3pp |
| Employer contribution / active EE | $864 | $2,861-69.8% | $4,193-79.4% | $2,343-63.1% |
| Participant deferral / active EE | $2,190 | $4,089-46.4% | $5,332-58.9% | $3,332-34.3% |
| Admin fee / account holder | $2,564 | $5,374-52.3% | $10,720-76.1% | $4,645-44.8% |