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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 | $22,835 | $88,137-74.1% | $164,975-86.2% | $74,429-69.3% |
| Participation rate | 44.0% | 73.1%-29.1pp | 78.6%-34.6pp | 67.2%-23.2pp |
| Annual return | 11.95% | 17.13%-5.2pp | 70.12%-58.2pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,345 | $2,597-48.2% | $4,343-69.0% | $2,625-48.8% |
| Participant deferral / active EE | $2,411 | $4,501-46.4% | $6,033-60.0% | $4,348-44.5% |
| Admin fee / account holder | $2,923 | $2,231+31.0% | $12,688-77.0% | $1,944+50.3% |