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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 | $106,749-78.9% | $145,433-84.5% | $82,448-72.7% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 19.97% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,937 | $3,444-43.8% | $4,554-57.5% | $2,551-24.1% |
| Participant deferral / active EE | $3,939 | $6,519-39.6% | $7,897-50.1% | $4,139-4.8% |
| Admin fee / account holder | $1,100 | $8,390-86.9% | $13,129-91.6% | $7,234-84.8% |