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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 | $18,440 | $88,672-79.2% | $105,223-82.5% | $82,448-77.6% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 23.29% | 30.86%-7.6pp | 180.65%-157.4pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,448 | $3,048-52.5% | $3,689-60.7% | $2,551-43.2% |
| Participant deferral / active EE | $2,842 | $4,036-29.6% | $5,072-44.0% | $4,139-31.3% |
| Admin fee / account holder | $1,681 | $7,146-76.5% | $8,859-81.0% | $7,234-76.8% |