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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 | $21,758 | $100,003-78.2% | $146,685-85.2% | $85,856-74.7% |
| Participation rate | 35.8% | 73.1%-37.2pp | 80.1%-44.2pp | 69.3%-33.5pp |
| Annual return | 12.08% | 18.93%-6.9pp | 22.75%-10.7pp | 318.58%-306.5pp |
| Employer contribution / active EE | $769 | $2,559-70.0% | $4,137-81.4% | $2,565-70.0% |
| Participant deferral / active EE | $2,120 | $4,006-47.1% | $5,507-61.5% | $3,952-46.4% |
| Admin fee / account holder | $1,917 | $7,704-75.1% | $10,281-81.4% | $6,261-69.4% |