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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 | $87,132-74.5% | $105,624-78.9% | $80,959-72.5% |
| Participation rate | 43.1% | 70.4%-27.3pp | 75.3%-32.2pp | 67.7%-24.6pp |
| Annual return | 13.86% | 17.03%-3.2pp | 116.20%-102.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,272 | $2,397-46.9% | $3,168-59.8% | $2,757-53.8% |
| Participant deferral / active EE | $1,824 | $3,985-54.2% | $5,013-63.6% | $4,300-57.6% |
| Admin fee / account holder | $14,092 | $8,449+66.8% | $10,961+28.6% | $6,925+103.5% |