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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 | $22,504 | $106,524-78.9% | $152,301-85.2% | $87,485-74.3% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.4%-25.3pp | 68.9%-11.8pp |
| Annual return | 19.97% | 26.89%-6.9pp | 80.50%-60.5pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,937 | $3,371-42.5% | $4,624-58.1% | $2,596-25.4% |
| Participant deferral / active EE | $3,939 | $6,525-39.6% | $8,004-50.8% | $4,274-7.8% |
| Admin fee / account holder | $1,100 | $8,287-86.7% | $14,398-92.4% | $7,775-85.9% |