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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 | $21,285 | $65,034-67.3% | $90,970-76.6% | $79,856-73.3% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 10.47% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,025 | $1,247-17.8% | $2,122-51.7% | $2,471-58.5% |
| Participant deferral / active EE | $1,965 | $2,512-21.8% | $3,373-41.8% | $3,741-47.5% |
| Admin fee / account holder | $4,329 | $4,536-4.6% | $5,961-27.4% | $5,306-18.4% |