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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 | $24,845 | $114,712-78.3% | $173,730-85.7% | $87,485-71.6% |
| Participation rate | 41.4% | 73.0%-31.6pp | 79.6%-38.2pp | 68.9%-27.6pp |
| Annual return | 27.04% | 20.18%+6.9pp | 19.96%+7.1pp | 26.06%+1.0pp |
| Employer contribution / active EE | $1,244 | $2,904-57.2% | $4,577-72.8% | $2,596-52.1% |
| Participant deferral / active EE | $3,877 | $4,642-16.5% | $6,326-38.7% | $4,274-9.3% |
| Admin fee / account holder | $571 | $10,210-94.4% | $17,523-96.7% | $7,775-92.7% |