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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 | $21,496 | $108,825-80.2% | $156,181-86.2% | $82,448-73.9% |
| Participation rate | 56.7% | 72.4%-15.7pp | 78.8%-22.2pp | 68.1%-11.4pp |
| Annual return | 15.35% | 20.59%-5.2pp | 64.87%-49.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,354 | $2,870-52.8% | $4,294-68.5% | $2,551-46.9% |
| Participant deferral / active EE | $3,128 | $4,577-31.7% | $6,132-49.0% | $4,139-24.4% |
| Admin fee / account holder | $929 | $9,341-90.1% | $14,586-93.6% | $7,234-87.2% |