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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 | $20,015 | $72,269-72.3% | $101,271-80.2% | $79,852-74.9% |
| Participation rate | 58.8% | 68.5%-9.6pp | 75.8%-17.0pp | 69.6%-10.8pp |
| Annual return | 31.02% | 22.29%+8.7pp | 46.48%-15.5pp | 31.72%-0.7pp |
| Employer contribution / active EE | $2,545 | $2,692-5.5% | $3,660-30.5% | $2,471+3.0% |
| Participant deferral / active EE | $1,869 | $3,282-43.0% | $4,371-57.2% | $3,740-50.0% |
| Admin fee / account holder | $493 | $4,401-88.8% | $5,948-91.7% | $5,306-90.7% |