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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 | $18,097 | $100,003-81.9% | $146,685-87.7% | $85,856-78.9% |
| Participation rate | 60.7% | 73.1%-12.3pp | 80.1%-19.4pp | 69.3%-8.6pp |
| Annual return | 17.34% | 18.93%-1.6pp | 22.75%-5.4pp | 318.58%-301.2pp |
| Employer contribution / active EE | $1,366 | $2,559-46.6% | $4,137-67.0% | $2,565-46.7% |
| Participant deferral / active EE | $3,086 | $4,006-23.0% | $5,507-44.0% | $3,952-21.9% |
| Admin fee / account holder | $332 | $7,704-95.7% | $10,281-96.8% | $6,261-94.7% |