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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 | $28,897 | $76,112-62.0% | $96,534-70.1% | $71,511-59.6% |
| Participation rate | 52.6% | 74.4%-21.8pp | 76.0%-23.3pp | 67.9%-15.3pp |
| Annual return | 20.87% | 22.81%-1.9pp | 25.88%-5.0pp | 28.86%-8.0pp |
| Employer contribution / active EE | $1,146 | $2,248-49.0% | $2,965-61.4% | $2,589-55.7% |
| Participant deferral / active EE | $2,232 | $4,217-47.1% | $4,851-54.0% | $4,291-48.0% |
| Admin fee / account holder | $13,914 | $2,708+413.7% | $8,253+68.6% | $1,588+775.9% |