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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 | $21,229 | $80,985-73.8% | $96,576-78.0% | $75,181-71.8% |
| Participation rate | 44.4% | 71.8%-27.3pp | 76.0%-31.5pp | 67.2%-22.8pp |
| Annual return | 19.98% | 27.05%-7.1pp | 25.87%-5.9pp | 160.69%-140.7pp |
| Employer contribution / active EE | $1,469 | $2,282-35.6% | $2,965-50.4% | $2,671-45.0% |
| Participant deferral / active EE | $2,676 | $3,929-31.9% | $4,851-44.8% | $4,126-35.2% |
| Admin fee / account holder | $347 | $6,719-94.8% | $8,253-95.8% | $5,650-93.9% |