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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 | $19,152 | $106,749-82.1% | $145,433-86.8% | $82,448-76.8% |
| Participation rate | 46.3% | 75.6%-29.3pp | 82.1%-35.8pp | 68.1%-21.7pp |
| Annual return | 25.97% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | $2,160 | $3,444-37.3% | $4,554-52.6% | $2,551-15.3% |
| Participant deferral / active EE | $4,018 | $6,519-38.4% | $7,897-49.1% | $4,139-2.9% |
| Admin fee / account holder | $2,152 | $8,390-74.4% | $13,129-83.6% | $7,234-70.3% |