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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 | $20,933 | $72,486-71.1% | $87,103-76.0% | $72,976-71.3% |
| Participation rate | 54.1% | 72.8%-18.8pp | 76.9%-22.8pp | 69.5%-15.4pp |
| Annual return | 32.55% | 24.46%+8.1pp | 28.19%+4.4pp | 81.02%-48.5pp |
| Employer contribution / active EE | $986 | $1,894-47.9% | $2,521-60.9% | $2,440-59.6% |
| Participant deferral / active EE | $1,806 | $3,270-44.8% | $4,049-55.4% | $3,608-49.9% |
| Admin fee / account holder | $1,321 | $5,055-73.9% | $7,491-82.4% | $5,124-74.2% |