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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 | $12,417 | $93,598-86.7% | $135,974-90.9% | $75,173-83.5% |
| Participation rate | 43.8% | 75.2%-31.4pp | 81.9%-38.2pp | 67.2%-23.5pp |
| Annual return | 20.88% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,425 | $3,538-59.7% | $4,859-70.7% | $2,671-46.6% |
| Participant deferral / active EE | $3,176 | $6,405-50.4% | $7,760-59.1% | $4,126-23.0% |
| Admin fee / account holder | $4,144 | $6,978-40.6% | $10,767-61.5% | $5,651-26.7% |