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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 | $17,126 | $54,541-68.6% | $78,778-78.3% | $70,126-75.6% |
| Participation rate | 39.3% | 60.8%-21.5pp | 69.2%-29.9pp | 69.5%-30.3pp |
| Annual return | 24.27% | 21.07%+3.2pp | 35.62%-11.4pp | 73.15%-48.9pp |
| Employer contribution / active EE | $789 | $1,089-27.5% | $1,986-60.3% | $2,343-66.3% |
| Participant deferral / active EE | $2,041 | $2,210-7.6% | $2,958-31.0% | $3,332-38.7% |
| Admin fee / account holder | $2,082 | $3,709-43.9% | $5,134-59.4% | $4,645-55.2% |