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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 | $21,180 | $106,524-80.1% | $152,301-86.1% | $87,485-75.8% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.4%-30.6pp | 68.9%-17.1pp |
| Annual return | 35.02% | 26.89%+8.1pp | 80.50%-45.5pp | 26.06%+9.0pp |
| Employer contribution / active EE | $1,786 | $3,371-47.0% | $4,624-61.4% | $2,596-31.2% |
| Participant deferral / active EE | $3,267 | $6,525-49.9% | $8,004-59.2% | $4,274-23.6% |
| Admin fee / account holder | $36,455 | $8,287+339.9% | $14,398+153.2% | $7,775+368.9% |