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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 | $22,366 | $94,436-76.3% | $115,599-80.7% | $82,637-72.9% |
| Participation rate | 50.8% | 70.4%-19.6pp | 74.3%-23.4pp | 68.1%-17.2pp |
| Annual return | 18.32% | 18.37%-0.1pp | 111.10%-92.8pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,681 | $2,324-27.6% | $2,955-43.1% | $2,552-34.1% |
| Participant deferral / active EE | $2,518 | $3,955-36.3% | $4,889-48.5% | $4,126-39.0% |
| Admin fee / account holder | $2,513 | $10,328-75.7% | $12,841-80.4% | $7,339-65.8% |