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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 | $22,237 | $87,059-74.5% | $105,608-78.9% | $80,925-72.5% |
| Participation rate | 43.1% | 70.4%-27.3pp | 75.3%-32.2pp | 67.7%-24.6pp |
| Annual return | 13.86% | 17.05%-3.2pp | 116.50%-102.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,272 | $2,396-46.9% | $3,167-59.8% | $2,756-53.8% |
| Participant deferral / active EE | $1,824 | $3,986-54.2% | $5,010-63.6% | $4,299-57.6% |
| Admin fee / account holder | $14,092 | $8,443+66.9% | $11,028+27.8% | $6,940+103.0% |