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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 | $19,736 | $89,367-77.9% | $141,191-86.0% | $72,975-73.0% |
| Participation rate | 69.7% | 75.1%-5.4pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 20.47% | 111.87%-91.4pp | 71.41%-50.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,630 | $3,115-47.7% | $4,736-65.6% | $2,440-33.2% |
| Participant deferral / active EE | $2,355 | $5,419-56.5% | $6,710-64.9% | $3,608-34.7% |
| Admin fee / account holder | $1,382 | $5,957-76.8% | $10,264-86.5% | $5,124-73.0% |