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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 | $101,950-71.8% | $125,529-77.1% | $86,983-67.0% |
| Participation rate | 57.1% | 70.2%-13.0pp | 74.7%-17.6pp | 69.5%-12.4pp |
| Annual return | 19.20% | 18.29%+0.9pp | 202.56%-183.4pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,648 | $2,358-30.1% | $3,058-46.1% | $2,584-36.2% |
| Participant deferral / active EE | $3,779 | $3,862-2.2% | $4,813-21.5% | $4,194-9.9% |
| Admin fee / account holder | $917 | $12,791-92.8% | $16,298-94.4% | $7,856-88.3% |