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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 | $20,901 | $76,834-72.8% | $108,359-80.7% | $87,485-76.1% |
| Participation rate | 33.3% | 61.7%-28.4pp | 70.1%-36.8pp | 68.9%-35.6pp |
| Annual return | 19.89% | 19.09%+0.8pp | 36.89%-17.0pp | 26.06%-6.2pp |
| Employer contribution / active EE | $738 | $1,556-52.6% | $2,399-69.2% | $2,596-71.6% |
| Participant deferral / active EE | $1,327 | $3,100-57.2% | $4,137-67.9% | $4,274-68.9% |
| Admin fee / account holder | $1,591 | $6,537-75.7% | $9,741-83.7% | $7,775-79.5% |