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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 | $15,484 | $46,877-67.0% | $122,354-87.3% | $70,126-77.9% |
| Participation rate | 33.8% | 58.2%-24.4pp | 71.6%-37.9pp | 69.5%-35.8pp |
| Annual return | 24.99% | 24.22%+0.8pp | 30.28%-5.3pp | 73.15%-48.2pp |
| Employer contribution / active EE | $520 | $1,288-59.6% | $4,051-87.2% | $2,343-77.8% |
| Participant deferral / active EE | $1,757 | $2,167-18.9% | $3,287-46.5% | $3,332-47.3% |
| Admin fee / account holder | $2,030 | $3,324-38.9% | $5,479-63.0% | $4,645-56.3% |