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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 | $20,646 | $88,137-76.6% | $164,975-87.5% | $74,429-72.3% |
| Participation rate | 52.1% | 73.1%-21.0pp | 78.6%-26.5pp | 67.2%-15.1pp |
| Annual return | 12.92% | 17.13%-4.2pp | 70.12%-57.2pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,955 | $2,597-24.7% | $4,343-55.0% | $2,625-25.5% |
| Participant deferral / active EE | $2,905 | $4,501-35.4% | $6,033-51.8% | $4,348-33.2% |
| Admin fee / account holder | $1,131 | $2,231-49.3% | $12,688-91.1% | $1,944-41.8% |