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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 | $21,295 | $86,940-75.5% | $102,434-79.2% | $80,935-73.7% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.8pp | 67.7%-23.9pp |
| Annual return | 10.43% | 18.89%-8.5pp | 29.46%-19.0pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,150 | $2,370-51.5% | $3,023-62.0% | $2,757-58.3% |
| Participant deferral / active EE | $2,600 | $4,121-36.9% | $5,055-48.6% | $4,299-39.5% |
| Admin fee / account holder | $387 | $8,047-95.2% | $9,462-95.9% | $6,924-94.4% |