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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 | $24,632 | $93,345-73.6% | $119,126-79.3% | $87,485-71.8% |
| Participation rate | 39.3% | 68.7%-29.5pp | 75.8%-36.5pp | 68.9%-29.6pp |
| Annual return | 19.69% | 19.08%+0.6pp | 282.11%-262.4pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,661 | $3,172-47.6% | $4,034-58.8% | $2,596-36.0% |
| Participant deferral / active EE | $3,415 | $4,099-16.7% | $5,318-35.8% | $4,274-20.1% |
| Admin fee / account holder | $6,123 | $8,039-23.8% | $10,693-42.7% | $7,775-21.2% |