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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 | $28,471 | $86,949-67.3% | $102,460-72.2% | $80,959-64.8% |
| Participation rate | 58.2% | 72.4%-14.2pp | 76.5%-18.3pp | 67.7%-9.5pp |
| Annual return | 13.16% | 18.89%-5.7pp | 29.47%-16.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,355 | $2,370-42.8% | $3,025-55.2% | $2,757-50.9% |
| Participant deferral / active EE | $2,495 | $4,121-39.5% | $5,056-50.7% | $4,300-42.0% |
| Admin fee / account holder | $1,108 | $8,048-86.2% | $9,460-88.3% | $6,925-84.0% |