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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 | $17,831 | $96,731-81.6% | $123,973-85.6% | $86,983-79.5% |
| Participation rate | 58.1% | 70.0%-11.9pp | 76.7%-18.5pp | 69.5%-11.4pp |
| Annual return | 19.45% | 17.33%+2.1pp | 388.13%-368.7pp | 25.83%-6.4pp |
| Employer contribution / active EE | $1,289 | $3,297-60.9% | $4,126-68.8% | $2,584-50.1% |
| Participant deferral / active EE | $1,908 | $4,152-54.0% | $5,247-63.6% | $4,194-54.5% |
| Admin fee / account holder | $630 | $8,722-92.8% | $11,799-94.7% | $7,856-92.0% |