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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 | $17,748 | $76,696-76.9% | $96,515-81.6% | $71,511-75.2% |
| Participation rate | 24.1% | 66.6%-42.4pp | 74.3%-50.2pp | 67.9%-43.8pp |
| Annual return | 41.38% | 48.32%-6.9pp | 35.73%+5.6pp | 28.86%+12.5pp |
| Employer contribution / active EE | $864 | $3,032-71.5% | $3,740-76.9% | $2,589-66.6% |
| Participant deferral / active EE | $1,693 | $3,770-55.1% | $4,880-65.3% | $4,291-60.5% |
| Admin fee / account holder | $969 | $2,030-52.3% | $6,735-85.6% | $1,588-39.0% |