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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 | $20,374 | $98,776-79.4% | $149,745-86.4% | $79,856-74.5% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.5%-15.4pp | 69.6%-2.5pp |
| Annual return | 27.54% | 27.38%+0.2pp | 276.72%-249.2pp | 31.71%-4.2pp |
| Employer contribution / active EE | $1,117 | $3,217-65.3% | $4,646-76.0% | $2,471-54.8% |
| Participant deferral / active EE | $3,842 | $5,681-32.4% | $6,843-43.9% | $3,741+2.7% |
| Admin fee / account holder | $731 | $6,053-87.9% | $9,312-92.2% | $5,306-86.2% |