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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 | $21,303 | $78,707-72.9% | $117,861-81.9% | $70,126-69.6% |
| Participation rate | 28.6% | 73.2%-44.6pp | 79.7%-51.1pp | 69.5%-41.0pp |
| Annual return | 17.59% | 23.30%-5.7pp | 335.11%-317.5pp | 73.15%-55.6pp |
| Employer contribution / active EE | $765 | $2,223-65.6% | $3,786-79.8% | $2,343-67.3% |
| Participant deferral / active EE | $2,741 | $3,297-16.9% | $4,482-38.8% | $3,332-17.7% |
| Admin fee / account holder | $2,503 | $5,066-50.6% | $8,021-68.8% | $4,645-46.1% |