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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 | $19,329 | $57,828-66.6% | $117,039-83.5% | $70,126-72.4% |
| Participation rate | 69.4% | 67.1%+2.3pp | 77.2%-7.8pp | 69.5%-0.2pp |
| Annual return | 31.33% | 17.55%+13.8pp | 18.95%+12.4pp | 73.15%-41.8pp |
| Employer contribution / active EE | $1,486 | $1,816-18.2% | $3,785-60.7% | $2,343-36.6% |
| Participant deferral / active EE | $2,290 | $2,438-6.1% | $3,929-41.7% | $3,332-31.3% |
| Admin fee / account holder | $1,931 | $3,548-45.6% | $5,974-67.7% | $4,645-58.4% |