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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 | $21,589 | $101,795-78.8% | $165,100-86.9% | $80,959-73.3% |
| Participation rate | 58.3% | 71.8%-13.5pp | 78.6%-20.3pp | 67.7%-9.3pp |
| Annual return | 10.96% | 16.73%-5.8pp | 70.21%-59.3pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,997 | $2,954-32.4% | $4,348-54.1% | $2,757-27.6% |
| Participant deferral / active EE | $4,074 | $4,476-9.0% | $6,035-32.5% | $4,300-5.3% |
| Admin fee / account holder | $17,039 | $8,221+107.3% | $12,696+34.2% | $6,925+146.0% |