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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 | $18,109 | $88,370-79.5% | $112,977-84.0% | $79,858-77.3% |
| Participation rate | 49.0% | 76.8%-27.8pp | 82.6%-33.6pp | 69.6%-20.7pp |
| Annual return | 23.18% | 23.16%0pp | 24.24%-1.1pp | 31.72%-8.5pp |
| Employer contribution / active EE | $1,633 | $3,398-51.9% | $4,255-61.6% | $2,471-33.9% |
| Participant deferral / active EE | $2,947 | $4,536-35.0% | $5,836-49.5% | $3,740-21.2% |
| Admin fee / account holder | $1,651 | $5,750-71.3% | $6,294-73.8% | $5,306-68.9% |