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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 | $71,208-73.3% | $93,681-79.7% | $80,911-76.5% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.6%-5.9pp |
| Annual return | 16.84% | 11.27%+5.6pp | 133.47%-116.6pp | 35.63%-18.8pp |
| Employer contribution / active EE | $1,893 | $1,564+21.0% | $2,422-21.8% | $2,756-31.3% |
| Participant deferral / active EE | $3,929 | $4,035-2.6% | $4,415-11.0% | $4,297-8.6% |
| Admin fee / account holder | $3,295 | $6,951-52.6% | $8,290-60.3% | $6,935-52.5% |