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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 | $21,205 | $87,106-75.7% | $105,607-79.9% | $80,935-73.8% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.3%-35.3pp | 67.7%-27.7pp |
| Annual return | 25.90% | 17.01%+8.9pp | 116.11%-90.2pp | 35.66%-9.8pp |
| Employer contribution / active EE | $1,821 | $2,396-24.0% | $3,167-42.5% | $2,757-33.9% |
| Participant deferral / active EE | $3,273 | $3,986-17.9% | $5,011-34.7% | $4,299-23.9% |
| Admin fee / account holder | $3,542 | $8,447-58.1% | $10,958-67.7% | $6,924-48.8% |