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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 | $18,440 | $93,345-80.2% | $119,126-84.5% | $87,485-78.9% |
| Participation rate | 42.9% | 68.7%-25.9pp | 75.8%-32.9pp | 68.9%-26.1pp |
| Annual return | 23.29% | 19.08%+4.2pp | 282.11%-258.8pp | 26.06%-2.8pp |
| Employer contribution / active EE | $1,448 | $3,172-54.3% | $4,034-64.1% | $2,596-44.2% |
| Participant deferral / active EE | $2,842 | $4,099-30.7% | $5,318-46.6% | $4,274-33.5% |
| Admin fee / account holder | $1,681 | $8,039-79.1% | $10,693-84.3% | $7,775-78.4% |