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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 | $19,461 | $73,955-73.7% | $96,520-79.8% | $75,181-74.1% |
| Participation rate | 58.6% | 66.4%-7.8pp | 74.3%-15.7pp | 67.2%-8.6pp |
| Annual return | 43.79% | 26.72%+17.1pp | 35.72%+8.1pp | 160.69%-116.9pp |
| Employer contribution / active EE | $2,447 | $2,930-16.5% | $3,739-34.5% | $2,671-8.4% |
| Participant deferral / active EE | $4,920 | $3,659+34.5% | $4,879+0.9% | $4,126+19.3% |
| Admin fee / account holder | $397 | $5,217-92.4% | $6,733-94.1% | $5,650-93.0% |