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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 | $87,132-75.9% | $105,624-80.1% | $80,959-74.0% |
| Participation rate | 58.3% | 70.4%-12.1pp | 75.3%-16.9pp | 67.7%-9.3pp |
| Annual return | 12.69% | 17.03%-4.3pp | 116.20%-103.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,331 | $2,397-44.5% | $3,168-58.0% | $2,757-51.7% |
| Participant deferral / active EE | $2,424 | $3,985-39.2% | $5,013-51.6% | $4,300-43.6% |
| Admin fee / account holder | $1,828 | $8,449-78.4% | $10,961-83.3% | $6,925-73.6% |