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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 | $24,974 | $87,106-71.3% | $105,607-76.4% | $80,935-69.1% |
| Participation rate | 42.1% | 70.4%-28.3pp | 75.3%-33.2pp | 67.7%-25.6pp |
| Annual return | 21.31% | 17.01%+4.3pp | 116.11%-94.8pp | 35.66%-14.3pp |
| Employer contribution / active EE | $1,467 | $2,396-38.8% | $3,167-53.7% | $2,757-46.8% |
| Participant deferral / active EE | $3,236 | $3,986-18.8% | $5,011-35.4% | $4,299-24.7% |
| Admin fee / account holder | $506 | $8,447-94.0% | $10,958-95.4% | $6,924-92.7% |