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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 | $27,793 | $78,423-64.6% | $95,964-71.0% | $79,856-65.2% |
| Participation rate | 64.2% | 73.5%-9.3pp | 77.1%-12.9pp | 69.6%-5.5pp |
| Annual return | 21.10% | 19.37%+1.7pp | 91.64%-70.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $947 | $1,945-51.3% | $2,541-62.8% | $2,471-61.7% |
| Participant deferral / active EE | $3,622 | $3,440+5.3% | $4,167-13.1% | $3,741-3.2% |
| Admin fee / account holder | $3,349 | $5,622-40.4% | $6,797-50.7% | $5,306-36.9% |