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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 | $18,610 | $99,875-81.4% | $146,866-87.3% | $86,983-78.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 15.67% | 28.10%-12.4pp | 102.85%-87.2pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,278 | $3,224-60.4% | $4,425-71.1% | $2,584-50.6% |
| Participant deferral / active EE | $2,921 | $6,322-53.8% | $7,759-62.4% | $4,194-30.4% |
| Admin fee / account holder | $2,378 | $7,838-69.7% | $13,620-82.5% | $7,856-69.7% |