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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 | $19,681 | $81,504-75.9% | $102,437-80.8% | $80,959-75.7% |
| Participation rate | 43.8% | 66.9%-23.1pp | 74.5%-30.8pp | 67.7%-23.9pp |
| Annual return | 29.03% | 25.60%+3.4pp | 24.95%+4.1pp | 35.67%-6.6pp |
| Employer contribution / active EE | $1,203 | $3,104-61.2% | $3,871-68.9% | $2,757-56.4% |
| Participant deferral / active EE | $2,502 | $3,871-35.4% | $5,060-50.6% | $4,300-41.8% |
| Admin fee / account holder | $3,467 | $6,719-48.4% | $8,388-58.7% | $6,925-49.9% |