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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 | $22,038 | $67,602-67.4% | $82,312-73.2% | $70,126-68.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 28.75% | 21.57%+7.2pp | 25.88%+2.9pp | 73.15%-44.4pp |
| Employer contribution / active EE | $1,066 | $1,755-39.2% | $2,428-56.1% | $2,343-54.5% |
| Participant deferral / active EE | $2,743 | $2,987-8.2% | $3,706-26.0% | $3,332-17.7% |
| Admin fee / account holder | $554 | $4,512-87.7% | $5,608-90.1% | $4,645-88.1% |