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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 | $87,132-75.0% | $105,624-79.4% | $80,959-73.1% |
| Participation rate | 53.8% | 70.4%-16.6pp | 75.3%-21.4pp | 67.7%-13.8pp |
| Annual return | 13.41% | 17.03%-3.6pp | 116.20%-102.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,316 | $2,397-45.1% | $3,168-58.5% | $2,757-52.3% |
| Participant deferral / active EE | $2,110 | $3,985-47.1% | $5,013-57.9% | $4,300-50.9% |
| Admin fee / account holder | $1,745 | $8,449-79.3% | $10,961-84.1% | $6,925-74.8% |