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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 | $23,997 | $80,763-70.3% | $102,412-76.6% | $74,459-67.8% |
| Participation rate | 29.2% | 65.7%-36.5pp | 74.5%-45.3pp | 67.2%-38.0pp |
| Annual return | 12.03% | 27.57%-15.5pp | 24.94%-12.9pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $820 | $3,160-74.0% | $3,870-78.8% | $2,626-68.8% |
| Participant deferral / active EE | $2,007 | $3,862-48.0% | $5,060-60.3% | $4,350-53.9% |
| Admin fee / account holder | $1,083 | $2,371-54.3% | $8,388-87.1% | $1,945-44.3% |