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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 | $20,620 | $78,423-73.7% | $95,964-78.5% | $79,856-74.2% |
| Participation rate | 56.3% | 73.5%-17.2pp | 77.1%-20.8pp | 69.6%-13.4pp |
| Annual return | 32.37% | 19.37%+13.0pp | 91.64%-59.3pp | 31.71%+0.7pp |
| Employer contribution / active EE | $1,711 | $1,945-12.0% | $2,541-32.7% | $2,471-30.7% |
| Participant deferral / active EE | $3,896 | $3,440+13.2% | $4,167-6.5% | $3,741+4.2% |
| Admin fee / account holder | $1,194 | $5,622-78.8% | $6,797-82.4% | $5,306-77.5% |