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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 | $106,524-81.2% | $152,301-86.8% | $87,485-77.1% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.4%-34.3pp | 68.9%-20.8pp |
| Annual return | 66.02% | 26.89%+39.1pp | 80.50%-14.5pp | 26.06%+40.0pp |
| Employer contribution / active EE | $1,468 | $3,371-56.5% | $4,624-68.3% | $2,596-43.5% |
| Participant deferral / active EE | $3,628 | $6,525-44.4% | $8,004-54.7% | $4,274-15.1% |
| Admin fee / account holder | $591 | $8,287-92.9% | $14,398-95.9% | $7,775-92.4% |