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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 | $95,453-78.1% | $112,040-81.3% | $82,448-74.6% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.5%-28.1pp | 68.1%-19.7pp |
| Annual return | 51.02% | 23.92%+27.1pp | 24.52%+26.5pp | 41.64%+9.4pp |
| Employer contribution / active EE | $1,684 | $2,318-27.3% | $2,954-43.0% | $2,551-34.0% |
| Participant deferral / active EE | $2,385 | $4,224-43.5% | $5,098-53.2% | $4,139-42.4% |
| Admin fee / account holder | $389 | $9,013-95.7% | $12,098-96.8% | $7,234-94.6% |