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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 | $21,708 | $101,798-78.7% | $165,071-86.8% | $80,935-73.2% |
| Participation rate | 57.9% | 71.8%-13.9pp | 78.6%-20.7pp | 67.7%-9.8pp |
| Annual return | 20.22% | 16.73%+3.5pp | 70.17%-49.9pp | 35.66%-15.4pp |
| Employer contribution / active EE | $1,207 | $2,954-59.1% | $4,347-72.2% | $2,757-56.2% |
| Participant deferral / active EE | $2,854 | $4,476-36.2% | $6,035-52.7% | $4,299-33.6% |
| Admin fee / account holder | $2,057 | $8,221-75.0% | $12,695-83.8% | $6,924-70.3% |