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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 | $20,777 | $91,559-77.3% | $133,978-84.5% | $79,856-74.0% |
| Participation rate | 57.4% | 73.3%-15.9pp | 79.8%-22.4pp | 69.6%-12.2pp |
| Annual return | 18.05% | 61.85%-43.8pp | 45.10%-27.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,423 | $2,384-40.3% | $3,919-63.7% | $2,471-42.4% |
| Participant deferral / active EE | $1,854 | $3,734-50.3% | $5,047-63.3% | $3,741-50.4% |
| Admin fee / account holder | $1,733 | $6,321-72.6% | $8,930-80.6% | $5,306-67.3% |