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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 | $19,590 | $81,446-75.9% | $103,374-81.0% | $80,874-75.8% |
| Participation rate | 43.8% | 66.9%-23.1pp | 74.5%-30.8pp | 67.6%-23.9pp |
| Annual return | 28.63% | 25.57%+3.1pp | 24.89%+3.7pp | 35.62%-7.0pp |
| Employer contribution / active EE | $1,490 | $3,107-52.1% | $3,869-61.5% | $2,756-45.9% |
| Participant deferral / active EE | $2,496 | $3,870-35.5% | $5,058-50.7% | $4,297-41.9% |
| Admin fee / account holder | $2,493 | $6,715-62.9% | $8,394-70.3% | $6,935-64.1% |