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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 | $21,873 | $96,731-77.4% | $123,973-82.4% | $86,983-74.9% |
| Participation rate | 61.2% | 70.0%-8.8pp | 76.7%-15.5pp | 69.5%-8.3pp |
| Annual return | 18.69% | 17.33%+1.4pp | 388.13%-369.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,555 | $3,297-52.8% | $4,126-62.3% | $2,584-39.8% |
| Participant deferral / active EE | $1,954 | $4,152-52.9% | $5,247-62.8% | $4,194-53.4% |
| Admin fee / account holder | $1,322 | $8,722-84.8% | $11,799-88.8% | $7,856-83.2% |