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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 | $19,399 | $81,487-76.2% | $102,412-81.1% | $80,935-76.0% |
| Participation rate | 45.5% | 66.8%-21.4pp | 74.5%-29.0pp | 67.7%-22.2pp |
| Annual return | 27.63% | 25.60%+2.0pp | 24.94%+2.7pp | 35.66%-8.0pp |
| Employer contribution / active EE | $1,254 | $3,103-59.6% | $3,870-67.6% | $2,757-54.5% |
| Participant deferral / active EE | $3,079 | $3,871-20.5% | $5,060-39.2% | $4,299-28.4% |
| Admin fee / account holder | $826 | $6,717-87.7% | $8,388-90.1% | $6,924-88.1% |