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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 | $28,015 | $86,938-67.8% | $102,423-72.6% | $80,925-65.4% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.7%-14.1pp |
| Annual return | 11.02% | 18.89%-7.9pp | 29.42%-18.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,330 | $2,369-43.9% | $3,023-56.0% | $2,756-51.8% |
| Participant deferral / active EE | $2,259 | $4,120-45.2% | $5,054-55.3% | $4,299-47.5% |
| Admin fee / account holder | $3,401 | $8,053-57.8% | $9,455-64.0% | $6,940-51.0% |