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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 | $23,144 | $63,456-63.5% | $100,712-77.0% | $64,097-63.9% |
| Participation rate | 32.0% | 49.7%-17.6pp | 69.3%-37.2pp | 55.2%-23.2pp |
| Annual return | 20.93% | 19.65%+1.3pp | 33.27%-12.3pp | 34.64%-13.7pp |
| Employer contribution / active EE | $472 | $1,003-52.9% | $2,313-79.6% | $1,891-75.0% |
| Participant deferral / active EE | $1,063 | $2,463-56.8% | $4,085-74.0% | $3,080-65.5% |
| Admin fee / account holder | $2,388 | $4,808-50.3% | $9,256-74.2% | $3,454-30.9% |