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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 | $25,934 | $96,731-73.2% | $123,973-79.1% | $86,983-70.2% |
| Participation rate | 32.4% | 70.0%-37.6pp | 76.7%-44.2pp | 69.5%-37.1pp |
| Annual return | 22.07% | 17.33%+4.7pp | 388.13%-366.1pp | 25.83%-3.8pp |
| Employer contribution / active EE | $1,417 | $3,297-57.0% | $4,126-65.7% | $2,584-45.2% |
| Participant deferral / active EE | $3,135 | $4,152-24.5% | $5,247-40.2% | $4,194-25.2% |
| Admin fee / account holder | $2,106 | $8,722-75.9% | $11,799-82.2% | $7,856-73.2% |