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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 | $20,891 | $98,766-78.8% | $149,730-86.0% | $79,852-73.8% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.5%-39.6pp | 69.6%-26.8pp |
| Annual return | 18.39% | 27.43%-9.0pp | 276.70%-258.3pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,665 | $3,217-48.2% | $4,645-64.2% | $2,471-32.6% |
| Participant deferral / active EE | $4,831 | $5,681-15.0% | $6,843-29.4% | $3,740+29.2% |
| Admin fee / account holder | $2,671 | $6,052-55.9% | $9,310-71.3% | $5,306-49.7% |