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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 | $22,971 | $138,312-83.4% | $122,979-81.3% | $155,188-85.2% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 11.13% | 22.06%-10.9pp | 20.12%-9.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,060 | $3,530-70.0% | $3,062-65.4% | $4,248-75.1% |
| Participant deferral / active EE | $2,233 | $5,592-60.1% | $5,003-55.4% | $6,531-65.8% |
| Admin fee / account holder | $59,811 | $15,089+296.4% | $12,864+364.9% | $14,480+313.1% |