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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 | $19,485 | $123,793-84.3% | $177,827-89.0% | $79,858-75.6% |
| Participation rate | 67.6% | 84.7%-17.1pp | 87.7%-20.1pp | 69.6%-2.0pp |
| Annual return | 79.76% | 22.82%+56.9pp | 48.32%+31.4pp | 31.72%+48.0pp |
| Employer contribution / active EE | $1,629 | $4,095-60.2% | $5,918-72.5% | $2,471-34.1% |
| Participant deferral / active EE | $3,588 | $5,956-39.8% | $7,713-53.5% | $3,740-4.1% |
| Admin fee / account holder | $330 | $7,243-95.4% | $12,429-97.3% | $5,306-93.8% |