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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 | $18,724 | $78,670-76.2% | $109,173-82.8% | $85,847-78.2% |
| Participation rate | 63.2% | 68.3%-5.1pp | 75.9%-12.7pp | 69.3%-6.2pp |
| Annual return | 28.89% | 25.09%+3.8pp | 25.75%+3.1pp | 318.61%-289.7pp |
| Employer contribution / active EE | $1,533 | $2,734-43.9% | $3,723-58.8% | $2,565-40.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $482 | $5,469-91.2% | $6,755-92.9% | $6,261-92.3% |