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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 | $20,157 | $108,825-81.5% | $156,181-87.1% | $82,448-75.6% |
| Participation rate | 67.5% | 72.4%-4.9pp | 78.8%-11.3pp | 68.1%-0.6pp |
| Annual return | 17.13% | 20.59%-3.5pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,374 | $2,870-52.1% | $4,294-68.0% | $2,551-46.2% |
| Participant deferral / active EE | $2,270 | $4,577-50.4% | $6,132-63.0% | $4,139-45.2% |
| Admin fee / account holder | $7,959 | $9,341-14.8% | $14,586-45.4% | $7,234+10.0% |