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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 | $20,939 | $96,731-78.4% | $123,973-83.1% | $86,983-75.9% |
| Participation rate | 42.3% | 70.0%-27.7pp | 76.7%-34.4pp | 69.5%-27.2pp |
| Annual return | 26.16% | 17.33%+8.8pp | 388.13%-362.0pp | 25.83%+0.3pp |
| Employer contribution / active EE | $1,587 | $3,297-51.9% | $4,126-61.5% | $2,584-38.6% |
| Participant deferral / active EE | $4,514 | $4,152+8.7% | $5,247-14.0% | $4,194+7.6% |
| Admin fee / account holder | $825 | $8,722-90.5% | $11,799-93.0% | $7,856-89.5% |