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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 | $19,860 | $215,361-90.8% | $171,082-88.4% | $273,972-92.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 76.7%-33.8pp | 83.0%-40.2pp |
| Annual return | 2.93% | 25.14%-22.2pp | 32.56%-29.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $840 | $4,967-83.1% | $4,002-79.0% | $4,869-82.7% |
| Participant deferral / active EE | $1,840 | $5,543-66.8% | $4,797-61.6% | $5,287-65.2% |
| Admin fee / account holder | $2,324 | $10,846-78.6% | $8,520-72.7% | $10,133-77.1% |