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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 | $20,058 | $101,798-80.3% | $165,071-87.8% | $80,935-75.2% |
| Participation rate | 52.3% | 71.8%-19.6pp | 78.6%-26.4pp | 67.7%-15.4pp |
| Annual return | 21.90% | 16.73%+5.2pp | 70.17%-48.3pp | 35.66%-13.8pp |
| Employer contribution / active EE | $1,547 | $2,954-47.7% | $4,347-64.4% | $2,757-43.9% |
| Participant deferral / active EE | $2,693 | $4,476-39.9% | $6,035-55.4% | $4,299-37.4% |
| Admin fee / account holder | $478 | $8,221-94.2% | $12,695-96.2% | $6,924-93.1% |