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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 | $23,072 | $125,797-81.7% | $170,028-86.4% | $75,181-69.3% |
| Participation rate | 56.0% | 83.6%-27.6pp | 87.0%-31.0pp | 67.2%-11.2pp |
| Annual return | 22.07% | 27.20%-5.1pp | 53.39%-31.3pp | 160.69%-138.6pp |
| Employer contribution / active EE | $2,206 | $4,616-52.2% | $6,788-67.5% | $2,671-17.4% |
| Participant deferral / active EE | $4,155 | $6,838-39.2% | $10,409-60.1% | $4,126+0.7% |
| Admin fee / account holder | $400 | $8,177-95.1% | $12,820-96.9% | $5,650-92.9% |