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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 | $93,345-77.6% | $119,126-82.4% | $87,485-76.1% |
| Participation rate | 42.3% | 68.7%-26.4pp | 75.8%-33.5pp | 68.9%-26.6pp |
| Annual return | 26.16% | 19.08%+7.1pp | 282.11%-255.9pp | 26.06%+0.1pp |
| Employer contribution / active EE | $1,587 | $3,172-50.0% | $4,034-60.7% | $2,596-38.9% |
| Participant deferral / active EE | $4,514 | $4,099+10.1% | $5,318-15.1% | $4,274+5.6% |
| Admin fee / account holder | $825 | $8,039-89.7% | $10,693-92.3% | $7,775-89.4% |