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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 | $19,477 | $72,486-73.1% | $87,103-77.6% | $72,976-73.3% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.9%-22.3pp | 69.5%-14.9pp |
| Annual return | 34.08% | 24.46%+9.6pp | 28.19%+5.9pp | 81.02%-46.9pp |
| Employer contribution / active EE | $1,120 | $1,894-40.9% | $2,521-55.6% | $2,440-54.1% |
| Participant deferral / active EE | $1,596 | $3,270-51.2% | $4,049-60.6% | $3,608-55.8% |
| Admin fee / account holder | $1,010 | $5,055-80.0% | $7,491-86.5% | $5,124-80.3% |