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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 | $17,725 | $91,559-80.6% | $133,971-86.8% | $79,852-77.8% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.8pp |
| Annual return | 18.15% | 61.85%-43.7pp | 45.09%-26.9pp | 31.72%-13.6pp |
| Employer contribution / active EE | $962 | $2,384-59.6% | $3,919-75.4% | $2,471-61.1% |
| Participant deferral / active EE | $2,808 | $3,734-24.8% | $5,047-44.4% | $3,740-24.9% |
| Admin fee / account holder | $1,625 | $6,321-74.3% | $8,929-81.8% | $5,306-69.4% |