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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 | $20,452 | $135,956-85.0% | $123,894-83.5% | $273,972-92.5% |
| Participation rate | 45.0% | 84.1%-39.1pp | 81.4%-36.4pp | 83.0%-38.0pp |
| Annual return | 26.49% | 56.63%-30.1pp | 47.52%-21.0pp | 41.46%-15.0pp |
| Employer contribution / active EE | $1,423 | $5,170-72.5% | $4,617-69.2% | $4,869-70.8% |
| Participant deferral / active EE | $3,918 | $6,343-38.2% | $5,984-34.5% | $5,287-25.9% |
| Admin fee / account holder | $614 | $9,817-93.7% | $8,357-92.7% | $10,133-93.9% |