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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 | $21,324 | $86,949-75.5% | $102,460-79.2% | $80,959-73.7% |
| Participation rate | 64.6% | 72.4%-7.8pp | 76.5%-12.0pp | 67.7%-3.1pp |
| Annual return | 14.61% | 18.89%-4.3pp | 29.47%-14.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,575 | $2,370-33.5% | $3,025-47.9% | $2,757-42.9% |
| Participant deferral / active EE | $3,400 | $4,121-17.5% | $5,056-32.8% | $4,300-20.9% |
| Admin fee / account holder | $4,987 | $8,048-38.0% | $9,460-47.3% | $6,925-28.0% |