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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 | $19,013 | $71,230-73.3% | $93,727-79.7% | $80,959-76.5% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-6.9pp | 67.7%-5.9pp |
| Annual return | 16.84% | 11.26%+5.6pp | 133.83%-117.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,893 | $1,565+21.0% | $2,421-21.8% | $2,757-31.3% |
| Participant deferral / active EE | $3,929 | $4,037-2.7% | $4,417-11.0% | $4,300-8.6% |
| Admin fee / account holder | $3,295 | $6,961-52.7% | $8,292-60.3% | $6,925-52.4% |