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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 | $16,875 | $54,729-69.2% | $86,235-80.4% | $71,529-76.4% |
| Participation rate | 45.9% | 60.1%-14.2pp | 69.0%-23.1pp | 67.9%-22.1pp |
| Annual return | 30.68% | 20.07%+10.6pp | 1170.03%-1139.3pp | 28.97%+1.7pp |
| Employer contribution / active EE | $1,324 | $1,267+4.5% | $2,381-44.4% | $2,590-48.9% |
| Participant deferral / active EE | $2,070 | $3,110-33.4% | $3,987-48.1% | $4,291-51.8% |
| Admin fee / account holder | $1,746 | $1,921-9.1% | $6,856-74.5% | $1,588+9.9% |