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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 | $25,322 | $91,559-72.3% | $133,978-81.1% | $79,856-68.3% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.5pp |
| Annual return | 13.91% | 61.85%-47.9pp | 45.10%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,945 | $2,384-18.4% | $3,919-50.4% | $2,471-21.3% |
| Participant deferral / active EE | $3,317 | $3,734-11.2% | $5,047-34.3% | $3,741-11.3% |
| Admin fee / account holder | $17,312 | $6,321+173.9% | $8,930+93.9% | $5,306+226.2% |