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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 | $24,352 | $98,766-75.3% | $149,730-83.7% | $79,852-69.5% |
| Participation rate | 67.3% | 75.8%-8.5pp | 82.5%-15.2pp | 69.6%-2.3pp |
| Annual return | 19.58% | 27.43%-7.9pp | 276.70%-257.1pp | 31.72%-12.1pp |
| Employer contribution / active EE | $2,292 | $3,217-28.8% | $4,645-50.7% | $2,471-7.3% |
| Participant deferral / active EE | $4,121 | $5,681-27.5% | $6,843-39.8% | $3,740+10.2% |
| Admin fee / account holder | $1,606 | $6,052-73.5% | $9,310-82.7% | $5,306-69.7% |