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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 | $21,010 | $87,037-75.9% | $106,201-80.2% | $80,874-74.0% |
| Participation rate | 58.3% | 70.4%-12.1pp | 75.3%-17.0pp | 67.6%-9.3pp |
| Annual return | 12.69% | 17.05%-4.4pp | 116.26%-103.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,331 | $2,396-44.5% | $3,170-58.0% | $2,756-51.7% |
| Participant deferral / active EE | $2,424 | $3,986-39.2% | $5,012-51.6% | $4,297-43.6% |
| Admin fee / account holder | $1,828 | $8,434-78.3% | $11,039-83.4% | $6,935-73.6% |