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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 | $29,316 | $86,940-66.3% | $102,434-71.4% | $80,935-63.8% |
| Participation rate | 68.1% | 72.4%-4.3pp | 76.5%-8.4pp | 67.7%+0.4pp |
| Annual return | 20.65% | 18.89%+1.8pp | 29.46%-8.8pp | 35.66%-15.0pp |
| Employer contribution / active EE | $1,494 | $2,370-37.0% | $3,023-50.6% | $2,757-45.8% |
| Participant deferral / active EE | $3,065 | $4,121-25.6% | $5,055-39.4% | $4,299-28.7% |
| Admin fee / account holder | $889 | $8,047-89.0% | $9,462-90.6% | $6,924-87.2% |