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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 | $20,307 | $57,828-64.9% | $117,039-82.6% | $70,126-71.0% |
| Participation rate | 60.7% | 67.1%-6.4pp | 77.2%-16.5pp | 69.5%-8.8pp |
| Annual return | 21.31% | 17.55%+3.8pp | 18.95%+2.4pp | 73.15%-51.8pp |
| Employer contribution / active EE | $527 | $1,816-71.0% | $3,785-86.1% | $2,343-77.5% |
| Participant deferral / active EE | $1,392 | $2,438-42.9% | $3,929-64.6% | $3,332-58.2% |
| Admin fee / account holder | $609 | $3,548-82.8% | $5,974-89.8% | $4,645-86.9% |