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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 | $24,680 | $109,359-77.4% | $162,185-84.8% | $72,976-66.2% |
| Participation rate | 58.6% | 84.3%-25.6pp | 87.6%-28.9pp | 69.5%-10.9pp |
| Annual return | 35.45% | 25.46%+10.0pp | 115.61%-80.2pp | 81.02%-45.6pp |
| Employer contribution / active EE | $1,299 | $3,907-66.8% | $5,613-76.9% | $2,440-46.8% |
| Participant deferral / active EE | $3,111 | $5,481-43.2% | $7,297-57.4% | $3,608-13.8% |
| Admin fee / account holder | $613 | $7,972-92.3% | $10,844-94.4% | $5,124-88.0% |