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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 | $13,746 | $78,428-82.5% | $95,960-85.7% | $79,852-82.8% |
| Participation rate | 52.9% | 73.5%-20.6pp | 77.1%-24.1pp | 69.6%-16.7pp |
| Annual return | 17.45% | 19.37%-1.9pp | 91.63%-74.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,173 | $1,945-39.7% | $2,541-53.9% | $2,471-52.5% |
| Participant deferral / active EE | $1,957 | $3,440-43.1% | $4,167-53.0% | $3,740-47.7% |
| Admin fee / account holder | $1,249 | $5,622-77.8% | $6,797-81.6% | $5,306-76.5% |