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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 | $19,134 | $135,956-85.9% | $123,894-84.6% | $273,972-93.0% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 8.11% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,133 | $5,170-78.1% | $4,617-75.5% | $4,869-76.7% |
| Participant deferral / active EE | $3,211 | $6,343-49.4% | $5,984-46.3% | $5,287-39.3% |
| Admin fee / account holder | $2,224 | $9,817-77.3% | $8,357-73.4% | $10,133-78.0% |