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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 | $20,710 | $54,380-61.9% | $68,509-69.8% | $59,633-65.3% |
| Participation rate | 45.9% | 70.2%-24.2pp | 74.7%-28.8pp | 68.7%-22.7pp |
| Annual return | 27.80% | 2.83%+25.0pp | 8.27%+19.5pp | 2041.40%-2013.6pp |
| Employer contribution / active EE | $418 | $1,539-72.8% | $2,278-81.7% | $2,203-81.0% |
| Participant deferral / active EE | $1,926 | $2,643-27.1% | $3,382-43.1% | $3,192-39.7% |
| Admin fee / account holder | $659 | $3,885-83.0% | $5,275-87.5% | $4,297-84.7% |