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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 | $18,025 | $78,425-77.0% | $95,956-81.2% | $79,858-77.4% |
| Participation rate | 55.4% | 73.5%-18.1pp | 77.1%-21.7pp | 69.6%-14.2pp |
| Annual return | 16.48% | 19.37%-2.9pp | 91.63%-75.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,155 | $1,945-40.6% | $2,541-54.6% | $2,471-53.3% |
| Participant deferral / active EE | $2,808 | $3,440-18.4% | $4,167-32.6% | $3,740-24.9% |
| Admin fee / account holder | $988 | $5,622-82.4% | $6,797-85.5% | $5,306-81.4% |