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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 | $19,752 | $201,370-90.2% | $184,256-89.3% | $145,897-86.5% |
| Participation rate | 53.3% | 87.5%-34.2pp | 86.8%-33.5pp | 80.3%-27.0pp |
| Annual return | 12.68% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,799 | $7,024-74.4% | $6,427-72.0% | $4,663-61.4% |
| Participant deferral / active EE | $4,132 | $9,808-57.9% | $9,133-54.8% | $6,689-38.2% |
| Admin fee / account holder | $436 | $16,364-97.3% | $13,899-96.9% | $13,390-96.7% |