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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 | $18,027 | $89,364-79.8% | $141,177-87.2% | $72,983-75.3% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 35.88% | 111.86%-76.0pp | 71.40%-35.5pp | 81.01%-45.1pp |
| Employer contribution / active EE | $1,430 | $3,115-54.1% | $4,736-69.8% | $2,440-41.4% |
| Participant deferral / active EE | $2,889 | $5,419-46.7% | $6,710-56.9% | $3,608-19.9% |
| Admin fee / account holder | $449 | $5,959-92.5% | $10,263-95.6% | $5,124-91.2% |