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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 | $20,054 | $106,749-81.2% | $145,433-86.2% | $82,448-75.7% |
| Participation rate | 48.1% | 75.6%-27.5pp | 82.1%-34.0pp | 68.1%-19.9pp |
| Annual return | 66.02% | 27.59%+38.4pp | 66.58%-0.6pp | 41.64%+24.4pp |
| Employer contribution / active EE | $1,468 | $3,444-57.4% | $4,554-67.8% | $2,551-42.4% |
| Participant deferral / active EE | $3,628 | $6,519-44.3% | $7,897-54.1% | $4,139-12.3% |
| Admin fee / account holder | $591 | $8,390-93.0% | $13,129-95.5% | $7,234-91.8% |