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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 | $28,172 | $95,404-70.5% | $113,397-75.2% | $82,637-65.9% |
| Participation rate | 63.4% | 72.8%-9.4pp | 76.5%-13.1pp | 68.1%-4.7pp |
| Annual return | 40.75% | 19.08%+21.7pp | 23.20%+17.5pp | 53.51%-12.8pp |
| Employer contribution / active EE | $1,166 | $2,307-49.4% | $2,977-60.8% | $2,552-54.3% |
| Participant deferral / active EE | $2,678 | $4,220-36.5% | $5,076-47.2% | $4,126-35.1% |
| Admin fee / account holder | $957 | $9,168-89.6% | $11,957-92.0% | $7,339-87.0% |