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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 | $37,597 | $138,393-72.8% | $184,256-79.6% | $80,959-53.6% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.2pp | 67.7%-2.0pp |
| Annual return | 18.58% | 20.01%-1.4pp | 28.85%-10.3pp | 35.67%-17.1pp |
| Employer contribution / active EE | $1,604 | $4,847-66.9% | $6,427-75.0% | $2,757-41.8% |
| Participant deferral / active EE | $5,172 | $7,076-26.9% | $9,133-43.4% | $4,300+20.3% |
| Admin fee / account holder | $7,827 | $10,489-25.4% | $13,899-43.7% | $6,925+13.0% |