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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 | $101,752-78.8% | $164,928-86.9% | $80,911-73.3% |
| Participation rate | 58.3% | 71.8%-13.5pp | 78.6%-20.3pp | 67.6%-9.3pp |
| Annual return | 10.96% | 16.73%-5.8pp | 70.08%-59.1pp | 35.63%-24.7pp |
| Employer contribution / active EE | $1,997 | $2,953-32.4% | $4,343-54.0% | $2,756-27.6% |
| Participant deferral / active EE | $4,074 | $4,477-9.0% | $6,034-32.5% | $4,297-5.2% |
| Admin fee / account holder | $17,039 | $8,218+107.3% | $12,684+34.3% | $6,935+145.7% |