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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 | $24,104 | $67,594-64.3% | $77,361-68.8% | $69,733-65.4% |
| Participation rate | 35.8% | 71.7%-35.9pp | 75.0%-39.2pp | 62.5%-26.7pp |
| Annual return | 11.72% | 19.20%-7.5pp | 1011.54%-999.8pp | 15.22%-3.5pp |
| Employer contribution / active EE | $1,288 | $2,649-51.4% | $2,990-56.9% | $2,250-42.8% |
| Participant deferral / active EE | $2,216 | $3,401-34.8% | $3,911-43.3% | $3,054-27.4% |
| Admin fee / account holder | $9,939 | $1,159+757.2% | $5,894+68.6% | $3,102+220.4% |