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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 | $20,833 | $87,225-76.1% | $158,226-86.8% | $94,015-77.8% |
| Participation rate | 68.6% | 67.9%+0.6pp | 74.8%-6.3pp | 70.8%-2.2pp |
| Annual return | 21.69% | 16.34%+5.4pp | 501.41%-479.7pp | 17.84%+3.8pp |
| Employer contribution / active EE | $1,723 | $2,217-22.3% | $2,986-42.3% | $2,790-38.2% |
| Participant deferral / active EE | $1,660 | $3,405-51.2% | $4,317-61.5% | $4,249-60.9% |
| Admin fee / account holder | $1,708 | $7,888-78.3% | $10,217-83.3% | $8,951-80.9% |