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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 | $18,622 | $99,994-81.4% | $146,643-87.3% | $85,847-78.3% |
| Participation rate | 56.6% | 73.1%-16.5pp | 80.1%-23.5pp | 69.3%-12.7pp |
| Annual return | 14.45% | 18.93%-4.5pp | 22.75%-8.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $1,467 | $2,559-42.7% | $4,137-64.5% | $2,565-42.8% |
| Participant deferral / active EE | $4,057 | $4,006+1.3% | $5,506-26.3% | $3,952+2.6% |
| Admin fee / account holder | $4,811 | $7,703-37.5% | $10,280-53.2% | $6,261-23.2% |