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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 | $21,922 | $116,203-81.1% | $93,621-76.6% | $152,897-85.7% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.8%-22.9pp | 82.5%-29.5pp |
| Annual return | 18.87% | 35.96%-17.1pp | 32.76%-13.9pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,058 | $3,219-36.1% | $2,719-24.3% | $4,764-56.8% |
| Participant deferral / active EE | $2,808 | $4,605-39.0% | $4,070-31.0% | $5,851-52.0% |
| Admin fee / account holder | $3,788 | $10,751-64.8% | $7,890-52.0% | $11,599-67.3% |