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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 | $20,898 | $89,364-76.6% | $141,177-85.2% | $72,983-71.4% |
| Participation rate | 54.3% | 75.1%-20.8pp | 82.5%-28.2pp | 69.5%-15.2pp |
| Annual return | 27.45% | 111.86%-84.4pp | 71.40%-44.0pp | 81.01%-53.6pp |
| Employer contribution / active EE | $2,076 | $3,115-33.3% | $4,736-56.2% | $2,440-14.9% |
| Participant deferral / active EE | $3,685 | $5,419-32.0% | $6,710-45.1% | $3,608+2.1% |
| Admin fee / account holder | $454 | $5,959-92.4% | $10,263-95.6% | $5,124-91.1% |