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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 | $80,332-65.9% | $107,187-74.5% | $64,097-57.3% |
| Participation rate | 36.2% | 54.4%-18.2pp | 75.0%-38.8pp | 55.2%-18.9pp |
| Annual return | 17.86% | 24.26%-6.4pp | 204.55%-186.7pp | 34.64%-16.8pp |
| Employer contribution / active EE | $1,083 | $2,501-56.7% | $3,782-71.4% | $1,891-42.7% |
| Participant deferral / active EE | $2,281 | $3,109-26.6% | $5,096-55.2% | $3,080-25.9% |
| Admin fee / account holder | $2,916 | $4,314-32.4% | $9,162-68.2% | $3,454-15.6% |