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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 | $20,533 | $101,752-79.8% | $164,928-87.6% | $80,911-74.6% |
| Participation rate | 58.1% | 71.8%-13.8pp | 78.6%-20.6pp | 67.6%-9.6pp |
| Annual return | 18.27% | 16.73%+1.5pp | 70.08%-51.8pp | 35.63%-17.4pp |
| Employer contribution / active EE | $2,000 | $2,953-32.3% | $4,343-53.9% | $2,756-27.4% |
| Participant deferral / active EE | $3,982 | $4,477-11.0% | $6,034-34.0% | $4,297-7.3% |
| Admin fee / account holder | $1,410 | $8,218-82.8% | $12,684-88.9% | $6,935-79.7% |