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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 | $27,376 | $83,369-67.2% | $105,223-74.0% | $67,986-59.7% |
| Participation rate | 36.2% | 56.3%-20.0pp | 75.0%-38.8pp | 57.2%-21.0pp |
| Annual return | 17.86% | 24.64%-6.8pp | 180.65%-162.8pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,083 | $2,541-57.4% | $3,689-70.6% | $2,019-46.3% |
| Participant deferral / active EE | $2,281 | $3,295-30.8% | $5,072-55.0% | $3,358-32.1% |
| Admin fee / account holder | $2,916 | $4,073-28.4% | $8,859-67.1% | $3,203-9.0% |