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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 | $18,600 | $54,541-65.9% | $78,778-76.4% | $70,126-73.5% |
| Participation rate | 43.7% | 60.8%-17.1pp | 69.2%-25.5pp | 69.5%-25.9pp |
| Annual return | 35.67% | 21.07%+14.6pp | 35.62%0pp | 73.15%-37.5pp |
| Employer contribution / active EE | $1,458 | $1,089+33.9% | $1,986-26.6% | $2,343-37.8% |
| Participant deferral / active EE | $2,043 | $2,210-7.6% | $2,958-30.9% | $3,332-38.7% |
| Admin fee / account holder | $974 | $3,709-73.7% | $5,134-81.0% | $4,645-79.0% |