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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 | $17,945 | $72,272-75.2% | $101,264-82.3% | $79,858-77.5% |
| Participation rate | 38.1% | 68.5%-30.4pp | 75.8%-37.7pp | 69.6%-31.5pp |
| Annual return | 22.49% | 22.30%+0.2pp | 46.48%-24.0pp | 31.72%-9.2pp |
| Employer contribution / active EE | $1,427 | $2,692-47.0% | $3,660-61.0% | $2,471-42.2% |
| Participant deferral / active EE | $2,028 | $3,282-38.2% | $4,370-53.6% | $3,740-45.8% |
| Admin fee / account holder | $2,040 | $4,401-53.7% | $5,947-65.7% | $5,306-61.6% |