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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 | $17,791 | $110,212-83.9% | $96,534-81.6% | $139,466-87.2% |
| Participation rate | 57.9% | 78.1%-20.2pp | 76.0%-18.1pp | 80.3%-22.4pp |
| Annual return | 18.56% | 26.42%-7.9pp | 25.88%-7.3pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,351 | $3,620-62.7% | $2,965-54.4% | $4,754-71.6% |
| Participant deferral / active EE | $2,272 | $5,547-59.0% | $4,851-53.2% | $6,712-66.1% |
| Admin fee / account holder | $3,153 | $11,599-72.8% | $8,253-61.8% | $11,409-72.4% |