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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 | $18,027 | $89,364-79.8% | $141,177-87.2% | $72,983-75.3% |
| Participation rate | 55.3% | 75.1%-19.8pp | 82.5%-27.2pp | 69.5%-14.2pp |
| Annual return | 81.54% | 111.86%-30.3pp | 71.40%+10.1pp | 81.01%+0.5pp |
| Employer contribution / active EE | $1,345 | $3,115-56.8% | $4,736-71.6% | $2,440-44.9% |
| Participant deferral / active EE | $2,985 | $5,419-44.9% | $6,710-55.5% | $3,608-17.3% |
| Admin fee / account holder | $2,276 | $5,959-61.8% | $10,263-77.8% | $5,124-55.6% |