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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 | $20,980 | $78,423-73.2% | $95,964-78.1% | $79,856-73.7% |
| Participation rate | 48.4% | 73.5%-25.1pp | 77.1%-28.7pp | 69.6%-21.3pp |
| Annual return | 12.11% | 19.37%-7.3pp | 91.64%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,378 | $1,945-29.2% | $2,541-45.8% | $2,471-44.2% |
| Participant deferral / active EE | $1,818 | $3,440-47.2% | $4,167-56.4% | $3,741-51.4% |
| Admin fee / account holder | $34,641 | $5,622+516.2% | $6,797+409.6% | $5,306+552.8% |