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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 | $18,545 | $64,324-71.2% | $118,946-84.4% | $79,852-76.8% |
| Participation rate | 37.0% | 64.9%-27.8pp | 75.4%-38.4pp | 69.6%-32.6pp |
| Annual return | 16.50% | 86.45%-69.9pp | 35.89%-19.4pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,438 | $1,836-21.7% | $3,263-55.9% | $2,471-41.8% |
| Participant deferral / active EE | $1,739 | $2,824-38.4% | $4,266-59.2% | $3,740-53.5% |
| Admin fee / account holder | $3,110 | $4,040-23.0% | $6,581-52.7% | $5,306-41.4% |