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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 | $19,991 | $135,956-85.3% | $123,894-83.9% | $273,972-92.7% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 6.19% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,943 | $5,170-62.4% | $4,617-57.9% | $4,869-60.1% |
| Participant deferral / active EE | $4,037 | $6,343-36.3% | $5,984-32.5% | $5,287-23.6% |
| Admin fee / account holder | $16,460 | $9,817+67.7% | $8,357+97.0% | $10,133+62.4% |