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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 | $23,597 | $100,003-76.4% | $146,685-83.9% | $85,856-72.5% |
| Participation rate | 52.2% | 73.1%-20.9pp | 80.1%-27.9pp | 69.3%-17.1pp |
| Annual return | 36.04% | 18.93%+17.1pp | 22.75%+13.3pp | 318.58%-282.5pp |
| Employer contribution / active EE | $780 | $2,559-69.5% | $4,137-81.1% | $2,565-69.6% |
| Participant deferral / active EE | $2,734 | $4,006-31.8% | $5,507-50.4% | $3,952-30.8% |
| Admin fee / account holder | $1,264 | $7,704-83.6% | $10,281-87.7% | $6,261-79.8% |