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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 | $21,264 | $135,956-84.4% | $123,894-82.8% | $273,972-92.2% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 10.26% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,326 | $5,170-74.3% | $4,617-71.3% | $4,869-72.8% |
| Participant deferral / active EE | $4,047 | $6,343-36.2% | $5,984-32.4% | $5,287-23.5% |
| Admin fee / account holder | $2,744 | $9,817-72.1% | $8,357-67.2% | $10,133-72.9% |