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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 | $81,476-76.0% | $102,383-80.9% | $80,925-75.8% |
| Participation rate | 43.8% | 66.8%-23.1pp | 74.5%-30.8pp | 67.7%-23.9pp |
| Annual return | 28.63% | 25.59%+3.0pp | 24.94%+3.7pp | 35.65%-7.0pp |
| Employer contribution / active EE | $1,490 | $3,105-52.0% | $3,870-61.5% | $2,756-46.0% |
| Participant deferral / active EE | $2,496 | $3,871-35.5% | $5,060-50.7% | $4,299-41.9% |
| Admin fee / account holder | $2,493 | $6,717-62.9% | $8,391-70.3% | $6,940-64.1% |