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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 | $20,929 | $54,541-61.6% | $78,778-73.4% | $70,126-70.2% |
| Participation rate | 49.5% | 60.8%-11.3pp | 69.2%-19.7pp | 69.5%-20.1pp |
| Annual return | 26.60% | 21.07%+5.5pp | 35.62%-9.0pp | 73.15%-46.5pp |
| Employer contribution / active EE | $1,295 | $1,089+19.0% | $1,986-34.8% | $2,343-44.7% |
| Participant deferral / active EE | $2,599 | $2,210+17.6% | $2,958-12.2% | $3,332-22.0% |
| Admin fee / account holder | $694 | $3,709-81.3% | $5,134-86.5% | $4,645-85.1% |