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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 | $20,921 | $97,550-78.6% | $120,344-82.6% | $87,485-76.1% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.7%-28.3pp | 68.9%-20.5pp |
| Annual return | 51.02% | 18.41%+32.6pp | 20.30%+30.7pp | 26.06%+25.0pp |
| Employer contribution / active EE | $1,684 | $2,291-26.5% | $3,020-44.2% | $2,596-35.1% |
| Participant deferral / active EE | $2,385 | $4,230-43.6% | $5,135-53.6% | $4,274-44.2% |
| Admin fee / account holder | $389 | $9,543-95.9% | $12,742-96.9% | $7,775-95.0% |