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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 | $20,324 | $86,332-76.5% | $125,180-83.8% | $65,185-68.8% |
| Participation rate | 46.1% | 75.3%-29.2pp | 79.8%-33.7pp | 70.2%-24.1pp |
| Annual return | 23.85% | 27.43%-3.6pp | 43.79%-19.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,234 | $2,040-39.5% | $3,866-68.1% | $2,177-43.3% |
| Participant deferral / active EE | $1,984 | $3,537-43.9% | $4,937-59.8% | $3,514-43.5% |
| Admin fee / account holder | $2,109 | $609+246.2% | $9,703-78.3% | $847+148.9% |