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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 | $18,438 | $106,749-82.7% | $145,433-87.3% | $82,448-77.6% |
| Participation rate | 44.9% | 75.6%-30.7pp | 82.1%-37.2pp | 68.1%-23.1pp |
| Annual return | 29.57% | 27.59%+2.0pp | 66.58%-37.0pp | 41.64%-12.1pp |
| Employer contribution / active EE | $1,613 | $3,444-53.2% | $4,554-64.6% | $2,551-36.8% |
| Participant deferral / active EE | $2,819 | $6,519-56.7% | $7,897-64.3% | $4,139-31.9% |
| Admin fee / account holder | $2,660 | $8,390-68.3% | $13,129-79.7% | $7,234-63.2% |