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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 | $21,274 | $83,485-74.5% | $125,180-83.0% | $72,983-70.9% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.4pp | 69.5%-11.2pp |
| Annual return | 71.12% | 25.78%+45.3pp | 43.79%+27.3pp | 81.01%-9.9pp |
| Employer contribution / active EE | $932 | $2,346-60.3% | $3,866-75.9% | $2,440-61.8% |
| Participant deferral / active EE | $2,696 | $3,586-24.8% | $4,937-45.4% | $3,608-25.3% |
| Admin fee / account holder | $2,015 | $5,518-63.5% | $9,703-79.2% | $5,124-60.7% |