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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 | $19,689 | $88,672-77.8% | $105,223-81.3% | $82,448-76.1% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 29.37% | 30.86%-1.5pp | 180.65%-151.3pp | 41.64%-12.3pp |
| Employer contribution / active EE | $1,044 | $3,048-65.7% | $3,689-71.7% | $2,551-59.1% |
| Participant deferral / active EE | $2,456 | $4,036-39.1% | $5,072-51.6% | $4,139-40.7% |
| Admin fee / account holder | $894 | $7,146-87.5% | $8,859-89.9% | $7,234-87.6% |