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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 | $23,701 | $98,766-76.0% | $149,730-84.2% | $79,852-70.3% |
| Participation rate | 52.6% | 75.8%-23.2pp | 82.5%-29.8pp | 69.6%-17.0pp |
| Annual return | 28.61% | 27.43%+1.2pp | 276.70%-248.1pp | 31.72%-3.1pp |
| Employer contribution / active EE | $893 | $3,217-72.2% | $4,645-80.8% | $2,471-63.9% |
| Participant deferral / active EE | $3,651 | $5,681-35.7% | $6,843-46.6% | $3,740-2.4% |
| Admin fee / account holder | $504 | $6,052-91.7% | $9,310-94.6% | $5,306-90.5% |