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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 | $18,779 | $54,541-65.6% | $78,778-76.2% | $70,126-73.2% |
| Participation rate | 53.0% | 60.8%-7.8pp | 69.2%-16.2pp | 69.5%-16.5pp |
| Annual return | 62.23% | 21.07%+41.2pp | 35.62%+26.6pp | 73.15%-10.9pp |
| Employer contribution / active EE | $817 | $1,089-25.0% | $1,986-58.9% | $2,343-65.1% |
| Participant deferral / active EE | $1,591 | $2,210-28.0% | $2,958-46.2% | $3,332-52.2% |
| Admin fee / account holder | $693 | $3,709-81.3% | $5,134-86.5% | $4,645-85.1% |