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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 | $19,100 | $69,383-72.5% | $101,275-81.1% | $73,497-74.0% |
| Participation rate | 33.6% | 68.4%-34.7pp | 75.8%-42.2pp | 70.7%-37.0pp |
| Annual return | 31.48% | 18.46%+13.0pp | 46.48%-15.0pp | 28.51%+3.0pp |
| Employer contribution / active EE | $752 | $2,628-71.4% | $3,660-79.5% | $2,270-66.9% |
| Participant deferral / active EE | $1,809 | $3,301-45.2% | $4,371-58.6% | $3,740-51.6% |
| Admin fee / account holder | $782 | $704+11.1% | $5,948-86.8% | $513+52.5% |