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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 | $21,363 | $93,586-77.2% | $135,925-84.3% | $75,173-71.6% |
| Participation rate | 65.8% | 75.2%-9.4pp | 81.9%-16.2pp | 67.2%-1.4pp |
| Annual return | 33.72% | 30.90%+2.8pp | 68.25%-34.5pp | 160.65%-126.9pp |
| Employer contribution / active EE | $1,854 | $3,537-47.6% | $4,857-61.8% | $2,670-30.6% |
| Participant deferral / active EE | $3,073 | $6,405-52.0% | $7,759-60.4% | $4,126-25.5% |
| Admin fee / account holder | $1,577 | $6,977-77.4% | $10,764-85.3% | $5,651-72.1% |