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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 | $17,175 | $75,183-77.2% | $123,894-86.1% | $55,167-68.9% |
| Participation rate | 66.7% | 72.8%-6.2pp | 81.4%-14.7pp | 69.0%-2.3pp |
| Annual return | 26.32% | 19.01%+7.3pp | 47.52%-21.2pp | 169.23%-142.9pp |
| Employer contribution / active EE | $2,008 | $2,823-28.9% | $4,617-56.5% | $1,963+2.3% |
| Participant deferral / active EE | $3,476 | $5,084-31.6% | $5,984-41.9% | $3,054+13.8% |
| Admin fee / account holder | $455 | $663-31.3% | $8,357-94.6% | $504-9.7% |