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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 | $20,042 | $93,598-78.6% | $135,974-85.3% | $75,173-73.3% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.4pp |
| Annual return | 22.25% | 30.89%-8.6pp | 68.30%-46.1pp | 160.72%-138.5pp |
| Employer contribution / active EE | $1,376 | $3,538-61.1% | $4,859-71.7% | $2,671-48.5% |
| Participant deferral / active EE | $3,233 | $6,405-49.5% | $7,760-58.3% | $4,126-21.6% |
| Admin fee / account holder | $987 | $6,978-85.9% | $10,767-90.8% | $5,651-82.5% |