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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 | $93,617-77.2% | $135,982-84.3% | $75,177-71.6% |
| Participation rate | 65.8% | 75.2%-9.4pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 33.72% | 30.89%+2.8pp | 68.32%-34.6pp | 160.75%-127.0pp |
| Employer contribution / active EE | $1,854 | $3,538-47.6% | $4,859-61.8% | $2,671-30.6% |
| Participant deferral / active EE | $3,073 | $6,406-52.0% | $7,760-60.4% | $4,126-25.5% |
| Admin fee / account holder | $1,577 | $6,980-77.4% | $10,767-85.4% | $5,651-72.1% |