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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 | $19,632 | $67,595-71.0% | $186,193-89.5% | $64,340-69.5% |
| Participation rate | 45.5% | 51.9%-6.5pp | 77.1%-31.7pp | 55.2%-9.8pp |
| Annual return | 20.89% | 17.46%+3.4pp | 78.03%-57.1pp | 24.14%-3.2pp |
| Employer contribution / active EE | $458 | $1,513-69.7% | $3,918-88.3% | $1,862-75.4% |
| Participant deferral / active EE | $2,062 | $3,023-31.8% | $6,513-68.3% | $2,980-30.8% |
| Admin fee / account holder | $2,841 | $5,311-46.5% | $11,058-74.3% | $3,703-23.3% |