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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 | $17,619 | $110,307-84.0% | $96,576-81.8% | $139,456-87.4% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | 15.47% | 26.40%-10.9pp | 25.87%-10.4pp | 373.45%-358.0pp |
| Employer contribution / active EE | $1,825 | $3,619-49.6% | $2,965-38.5% | $4,753-61.6% |
| Participant deferral / active EE | $2,004 | $5,547-63.9% | $4,851-58.7% | $6,711-70.1% |
| Admin fee / account holder | $2,177 | $11,597-81.2% | $8,253-73.6% | $11,407-80.9% |