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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 | $25,335 | $83,485-69.7% | $125,192-79.8% | $72,975-65.3% |
| Participation rate | 65.0% | 73.3%-8.3pp | 79.8%-14.8pp | 69.5%-4.5pp |
| Annual return | 28.10% | 25.77%+2.3pp | 43.79%-15.7pp | 81.01%-52.9pp |
| Employer contribution / active EE | $1,496 | $2,346-36.2% | $3,866-61.3% | $2,440-38.7% |
| Participant deferral / active EE | $2,711 | $3,586-24.4% | $4,937-45.1% | $3,608-24.8% |
| Admin fee / account holder | $1,089 | $5,518-80.3% | $9,704-88.8% | $5,124-78.8% |