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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 | $25,955 | $97,550-73.4% | $120,344-78.4% | $87,485-70.3% |
| Participation rate | 45.2% | 72.8%-27.7pp | 76.7%-31.5pp | 68.9%-23.8pp |
| Annual return | 18.66% | 18.41%+0.2pp | 20.30%-1.6pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,417 | $2,291-38.2% | $3,020-53.1% | $2,596-45.4% |
| Participant deferral / active EE | $2,850 | $4,230-32.6% | $5,135-44.5% | $4,274-33.3% |
| Admin fee / account holder | $7,988 | $9,543-16.3% | $12,742-37.3% | $7,775+2.7% |