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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 | $22,219 | $102,422-78.3% | $147,117-84.9% | $80,959-72.6% |
| Participation rate | 58.2% | 75.9%-17.6pp | 82.2%-23.9pp | 67.7%-9.4pp |
| Annual return | 18.84% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $2,172 | $3,717-41.6% | $4,932-56.0% | $2,757-21.2% |
| Participant deferral / active EE | $3,087 | $6,652-53.6% | $8,065-61.7% | $4,300-28.2% |
| Admin fee / account holder | $572 | $7,953-92.8% | $12,993-95.6% | $6,925-91.7% |