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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 | $19,642 | $65,027-69.8% | $90,970-78.4% | $79,852-75.4% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.0%-14.7pp | 69.6%-15.4pp |
| Annual return | 30.96% | 30.45%+0.5pp | 134.58%-103.6pp | 31.72%-0.8pp |
| Employer contribution / active EE | $1,194 | $1,247-4.2% | $2,122-43.7% | $2,471-51.7% |
| Participant deferral / active EE | $3,395 | $2,512+35.1% | $3,373+0.6% | $3,740-9.2% |
| Admin fee / account holder | $4,204 | $4,535-7.3% | $5,960-29.5% | $5,306-20.8% |