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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 | $19,878 | $94,031-78.9% | $115,768-82.8% | $82,448-75.9% |
| Participation rate | 59.8% | 70.4%-10.6pp | 74.4%-14.6pp | 68.1%-8.3pp |
| Annual return | 14.56% | 20.61%-6.1pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,277 | $2,323-45.1% | $2,940-56.6% | $2,551-50.0% |
| Participant deferral / active EE | $2,907 | $3,972-26.8% | $4,917-40.9% | $4,139-29.8% |
| Admin fee / account holder | $2,660 | $10,249-74.0% | $12,439-78.6% | $7,234-63.2% |