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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 | $106,864-82.6% | $147,318-87.4% | $82,637-77.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 15.67% | 27.49%-11.8pp | 70.43%-54.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,278 | $3,417-62.6% | $4,593-72.2% | $2,552-49.9% |
| Participant deferral / active EE | $2,921 | $6,496-55.0% | $7,906-63.1% | $4,126-29.2% |
| Admin fee / account holder | $2,378 | $8,415-71.7% | $13,708-82.7% | $7,339-67.6% |