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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 | $20,978 | $89,370-76.5% | $141,197-85.1% | $72,976-71.3% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 26.29% | 111.88%-85.6pp | 71.41%-45.1pp | 81.02%-54.7pp |
| Employer contribution / active EE | $2,471 | $3,115-20.7% | $4,736-47.8% | $2,440+1.3% |
| Participant deferral / active EE | $4,038 | $5,419-25.5% | $6,710-39.8% | $3,608+11.9% |
| Admin fee / account holder | $1,391 | $5,957-76.7% | $10,265-86.5% | $5,124-72.9% |