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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 | $19,762 | $79,634-75.2% | $183,328-89.2% | $79,634-75.2% |
| Participation rate | 29.5% | 62.5%-33.0pp | 77.3%-47.8pp | 62.5%-33.0pp |
| Annual return | 18.94% | 36.46%-17.5pp | 29.67%-10.7pp | 36.46%-17.5pp |
| Employer contribution / active EE | $1,155 | $2,529-54.3% | $5,055-77.1% | $2,529-54.3% |
| Participant deferral / active EE | $1,965 | $3,835-48.7% | $6,795-71.1% | $3,835-48.7% |
| Admin fee / account holder | $4,922 | $1,002+391.3% | $21,427-77.0% | $1,002+391.3% |