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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 | $19,142 | $78,423-75.6% | $95,964-80.1% | $79,856-76.0% |
| Participation rate | 54.8% | 73.5%-18.7pp | 77.1%-22.3pp | 69.6%-14.9pp |
| Annual return | 13.37% | 19.37%-6.0pp | 91.64%-78.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,068 | $1,945-45.1% | $2,541-58.0% | $2,471-56.8% |
| Participant deferral / active EE | $1,817 | $3,440-47.2% | $4,167-56.4% | $3,741-51.4% |
| Admin fee / account holder | $4,023 | $5,622-28.4% | $6,797-40.8% | $5,306-24.2% |