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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 | $19,838 | $185,141-89.3% | $153,416-87.1% | $155,188-87.2% |
| Participation rate | 33.3% | 79.9%-46.6pp | 74.3%-41.0pp | 80.8%-47.5pp |
| Annual return | 26.32% | 18.72%+7.6pp | 17.84%+8.5pp | 148.84%-122.5pp |
| Employer contribution / active EE | $1,909 | $4,489-57.5% | $3,764-49.3% | $4,248-55.1% |
| Participant deferral / active EE | $2,386 | $5,477-56.4% | $4,723-49.5% | $6,531-63.5% |
| Admin fee / account holder | $971 | $16,005-93.9% | $13,095-92.6% | $14,480-93.3% |