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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 | $19,689 | $93,345-78.9% | $119,126-83.5% | $87,485-77.5% |
| Participation rate | 30.0% | 68.7%-38.7pp | 75.8%-45.8pp | 68.9%-38.9pp |
| Annual return | 29.37% | 19.08%+10.3pp | 282.11%-252.7pp | 26.06%+3.3pp |
| Employer contribution / active EE | $1,044 | $3,172-67.1% | $4,034-74.1% | $2,596-59.8% |
| Participant deferral / active EE | $2,456 | $4,099-40.1% | $5,318-53.8% | $4,274-42.5% |
| Admin fee / account holder | $894 | $8,039-88.9% | $10,693-91.6% | $7,775-88.5% |