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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 | $21,536 | $101,752-78.8% | $164,928-86.9% | $80,911-73.4% |
| Participation rate | 46.0% | 71.8%-25.8pp | 78.6%-32.6pp | 67.6%-21.6pp |
| Annual return | 13.00% | 16.73%-3.7pp | 70.08%-57.1pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,211 | $2,953-59.0% | $4,343-72.1% | $2,756-56.0% |
| Participant deferral / active EE | $3,072 | $4,477-31.4% | $6,034-49.1% | $4,297-28.5% |
| Admin fee / account holder | $2,076 | $8,218-74.7% | $12,684-83.6% | $6,935-70.1% |