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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 | $21,006 | $69,977-70.0% | $108,582-80.7% | $62,881-66.6% |
| Participation rate | 54.8% | 72.9%-18.1pp | 79.6%-24.7pp | 69.3%-14.5pp |
| Annual return | 8.46% | 10.73%-2.3pp | -51.70%+60.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,592 | $2,135-25.4% | $3,758-57.7% | $2,281-30.2% |
| Participant deferral / active EE | $1,947 | $3,165-38.5% | $4,311-54.8% | $3,203-39.2% |
| Admin fee / account holder | $1,214 | $5,076-76.1% | $7,645-84.1% | $4,296-71.8% |