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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 | $20,090 | $88,370-77.3% | $112,977-82.2% | $79,856-74.8% |
| Participation rate | 62.5% | 76.8%-14.3pp | 82.6%-20.1pp | 69.6%-7.1pp |
| Annual return | 40.63% | 23.16%+17.5pp | 24.24%+16.4pp | 31.71%+8.9pp |
| Employer contribution / active EE | $1,308 | $3,398-61.5% | $4,255-69.3% | $2,471-47.1% |
| Participant deferral / active EE | $3,095 | $4,536-31.8% | $5,836-47.0% | $3,741-17.2% |
| Admin fee / account holder | $1,142 | $5,750-80.1% | $6,294-81.9% | $5,306-78.5% |