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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 | $27,680 | $83,485-66.8% | $125,192-77.9% | $72,975-62.1% |
| Participation rate | 57.9% | 73.3%-15.4pp | 79.8%-21.9pp | 69.5%-11.6pp |
| Annual return | 24.44% | 25.77%-1.3pp | 43.79%-19.4pp | 81.01%-56.6pp |
| Employer contribution / active EE | $2,870 | $2,346+22.4% | $3,866-25.8% | $2,440+17.6% |
| Participant deferral / active EE | $4,006 | $3,586+11.7% | $4,937-18.9% | $3,608+11.1% |
| Admin fee / account holder | $1,880 | $5,518-65.9% | $9,704-80.6% | $5,124-63.3% |