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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 | $18,391 | $73,978-75.1% | $96,515-80.9% | $75,173-75.5% |
| Participation rate | 34.4% | 66.4%-32.1pp | 74.3%-40.0pp | 67.2%-32.8pp |
| Annual return | 47.84% | 26.72%+21.1pp | 35.73%+12.1pp | 160.72%-112.9pp |
| Employer contribution / active EE | $1,376 | $2,931-53.0% | $3,740-63.2% | $2,671-48.5% |
| Participant deferral / active EE | $1,671 | $3,660-54.3% | $4,880-65.7% | $4,126-59.5% |
| Admin fee / account holder | $3,760 | $5,219-27.9% | $6,735-44.2% | $5,651-33.5% |