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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 | $19,189 | $86,949-77.9% | $102,460-81.3% | $80,959-76.3% |
| Participation rate | 32.0% | 72.4%-40.4pp | 76.5%-44.5pp | 67.7%-35.7pp |
| Annual return | 24.68% | 18.89%+5.8pp | 29.47%-4.8pp | 35.67%-11.0pp |
| Employer contribution / active EE | $1,377 | $2,370-41.9% | $3,025-54.5% | $2,757-50.0% |
| Participant deferral / active EE | $3,896 | $4,121-5.5% | $5,056-22.9% | $4,300-9.4% |
| Admin fee / account holder | $4,595 | $8,048-42.9% | $9,460-51.4% | $6,925-33.6% |