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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 | $19,739 | $89,364-77.9% | $141,177-86.0% | $72,983-73.0% |
| Participation rate | 62.7% | 75.1%-12.4pp | 82.5%-19.7pp | 69.5%-6.7pp |
| Annual return | 32.90% | 111.86%-79.0pp | 71.40%-38.5pp | 81.01%-48.1pp |
| Employer contribution / active EE | $3,417 | $3,115+9.7% | $4,736-27.9% | $2,440+40.0% |
| Participant deferral / active EE | $7,014 | $5,419+29.4% | $6,710+4.5% | $3,608+94.4% |
| Admin fee / account holder | $2,647 | $5,959-55.6% | $10,263-74.2% | $5,124-48.3% |