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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 | $22,133 | $102,429-78.4% | $147,096-85.0% | $80,925-72.6% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.7%-9.6pp |
| Annual return | 14.21% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,455 | $3,716-60.8% | $4,936-70.5% | $2,756-47.2% |
| Participant deferral / active EE | $2,808 | $6,649-57.8% | $8,071-65.2% | $4,299-34.7% |
| Admin fee / account holder | $3,302 | $7,957-58.5% | $13,005-74.6% | $6,940-52.4% |