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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 | $21,151 | $123,000-82.8% | $105,582-80.0% | $198,609-89.4% |
| Participation rate | 61.5% | 76.8%-15.2pp | 71.8%-10.2pp | 82.4%-20.8pp |
| Annual return | 37.90% | 18.31%+19.6pp | 18.61%+19.3pp | 202.70%-164.8pp |
| Employer contribution / active EE | $976 | $3,582-72.8% | $2,984-67.3% | $5,055-80.7% |
| Participant deferral / active EE | $2,151 | $5,013-57.1% | $4,353-50.6% | $6,977-69.2% |
| Admin fee / account holder | $7,035 | $16,254-56.7% | $12,856-45.3% | $19,030-63.0% |