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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 | $18,657 | $78,682-76.3% | $109,188-82.9% | $85,851-78.3% |
| Participation rate | 39.1% | 68.3%-29.1pp | 75.9%-36.7pp | 69.3%-30.2pp |
| Annual return | 27.88% | 25.09%+2.8pp | 25.76%+2.1pp | 318.63%-290.8pp |
| Employer contribution / active EE | $854 | $2,734-68.8% | $3,723-77.1% | $2,565-66.7% |
| Participant deferral / active EE | $3,315 | $3,468-4.4% | $4,654-28.8% | $3,952-16.1% |
| Admin fee / account holder | $1,443 | $5,470-73.6% | $6,755-78.6% | $6,261-77.0% |