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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 | $28,740 | $97,648-70.6% | $121,663-76.4% | $87,485-67.1% |
| Participation rate | 57.1% | 70.5%-13.3pp | 74.5%-17.3pp | 68.9%-11.8pp |
| Annual return | 19.20% | 18.03%+1.2pp | 147.54%-128.3pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,648 | $2,300-28.4% | $3,020-45.4% | $2,596-36.5% |
| Participant deferral / active EE | $3,779 | $3,923-3.7% | $4,887-22.7% | $4,274-11.6% |
| Admin fee / account holder | $917 | $11,100-91.7% | $14,289-93.6% | $7,775-88.2% |