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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 | $20,970 | $127,386-83.5% | $115,037-81.8% | $125,388-83.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 2.02% | 31.28%-29.3pp | 26.14%-24.1pp | 282.24%-280.2pp |
| Employer contribution / active EE | $1,504 | $5,166-70.9% | $4,608-67.4% | $4,866-69.1% |
| Participant deferral / active EE | $2,753 | $6,423-57.1% | $6,026-54.3% | $5,352-48.6% |
| Admin fee / account holder | $55,901 | $9,516+487.4% | $8,175+583.8% | $9,541+485.9% |