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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 | $18,051 | $72,273-75.0% | $101,275-82.2% | $79,856-77.4% |
| Participation rate | 51.8% | 68.5%-16.7pp | 75.8%-24.0pp | 69.6%-17.9pp |
| Annual return | 21.13% | 22.30%-1.2pp | 46.48%-25.3pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,470 | $2,691-45.4% | $3,660-59.8% | $2,471-40.5% |
| Participant deferral / active EE | $2,974 | $3,282-9.4% | $4,371-31.9% | $3,741-20.5% |
| Admin fee / account holder | $1,007 | $4,401-77.1% | $5,948-83.1% | $5,306-81.0% |