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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 | $20,643 | $114,712-82.0% | $173,730-88.1% | $87,485-76.4% |
| Participation rate | 60.7% | 73.0%-12.3pp | 79.6%-18.9pp | 68.9%-8.2pp |
| Annual return | 37.33% | 20.18%+17.2pp | 19.96%+17.4pp | 26.06%+11.3pp |
| Employer contribution / active EE | $1,231 | $2,904-57.6% | $4,577-73.1% | $2,596-52.6% |
| Participant deferral / active EE | $2,151 | $4,642-53.7% | $6,326-66.0% | $4,274-49.7% |
| Admin fee / account holder | $3,475 | $10,210-66.0% | $17,523-80.2% | $7,775-55.3% |