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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 | $22,911 | $98,766-76.8% | $149,730-84.7% | $79,852-71.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 15.39% | 27.43%-12.0pp | 276.70%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,267 | $3,217-60.6% | $4,645-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $3,543 | $5,681-37.6% | $6,843-48.2% | $3,740-5.3% |
| Admin fee / account holder | $4,811 | $6,052-20.5% | $9,310-48.3% | $5,306-9.3% |