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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 | $21,551 | $98,240-78.1% | $82,313-73.8% | $147,585-85.4% |
| Participation rate | 56.3% | 79.7%-23.5pp | 76.9%-20.6pp | 82.8%-26.6pp |
| Annual return | 20.60% | 30.85%-10.3pp | 25.88%-5.3pp | 578.58%-558.0pp |
| Employer contribution / active EE | $1,100 | $3,192-65.5% | $2,428-54.7% | $4,876-77.4% |
| Participant deferral / active EE | $2,343 | $4,383-46.6% | $3,706-36.8% | $5,439-56.9% |
| Admin fee / account holder | $619 | $8,563-92.8% | $5,608-89.0% | $10,886-94.3% |