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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 | $20,044 | $93,063-78.5% | $153,476-86.9% | $80,911-75.2% |
| Participation rate | 43.5% | 69.0%-25.4pp | 77.1%-33.5pp | 67.6%-24.1pp |
| Annual return | 12.07% | 19.95%-7.9pp | 15.66%-3.6pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,733 | $3,507-50.6% | $5,038-65.6% | $2,756-37.1% |
| Participant deferral / active EE | $2,732 | $5,180-47.3% | $6,759-59.6% | $4,297-36.4% |
| Admin fee / account holder | $6,065 | $8,891-31.8% | $12,729-52.4% | $6,935-12.5% |