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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 | $21,744 | $87,059-75.0% | $105,608-79.4% | $80,925-73.1% |
| Participation rate | 53.8% | 70.4%-16.6pp | 75.3%-21.4pp | 67.7%-13.8pp |
| Annual return | 13.41% | 17.05%-3.6pp | 116.50%-103.1pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,316 | $2,396-45.1% | $3,167-58.5% | $2,756-52.3% |
| Participant deferral / active EE | $2,110 | $3,986-47.1% | $5,010-57.9% | $4,299-50.9% |
| Admin fee / account holder | $1,745 | $8,443-79.3% | $11,028-84.2% | $6,940-74.8% |