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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 | $14,318 | $80,763-82.3% | $102,412-86.0% | $74,459-80.8% |
| Participation rate | 51.0% | 65.7%-14.6pp | 74.5%-23.5pp | 67.2%-16.2pp |
| Annual return | 22.26% | 27.57%-5.3pp | 24.94%-2.7pp | 1369.70%-1347.4pp |
| Employer contribution / active EE | $1,176 | $3,160-62.8% | $3,870-69.6% | $2,626-55.2% |
| Participant deferral / active EE | $2,341 | $3,862-39.4% | $5,060-53.7% | $4,350-46.2% |
| Admin fee / account holder | $3,536 | $2,371+49.1% | $8,388-57.8% | $1,945+81.8% |