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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 | $18,926 | $80,992-76.6% | $96,534-80.4% | $75,173-74.8% |
| Participation rate | 43.6% | 71.8%-28.2pp | 76.0%-32.4pp | 67.2%-23.6pp |
| Annual return | 26.39% | 27.05%-0.7pp | 25.88%+0.5pp | 160.72%-134.3pp |
| Employer contribution / active EE | $1,046 | $2,283-54.2% | $2,965-64.7% | $2,671-60.8% |
| Participant deferral / active EE | $2,131 | $3,929-45.8% | $4,851-56.1% | $4,126-48.4% |
| Admin fee / account holder | $891 | $6,717-86.7% | $8,253-89.2% | $5,651-84.2% |