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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 | $104,098-75.1% | $140,514-81.5% | $94,015-72.4% |
| Participation rate | 45.2% | 73.7%-28.5pp | 77.8%-32.6pp | 70.8%-25.7pp |
| Annual return | 18.66% | 15.14%+3.5pp | 14.36%+4.3pp | 17.84%+0.8pp |
| Employer contribution / active EE | $1,417 | $2,388-40.7% | $3,378-58.1% | $2,790-49.2% |
| Participant deferral / active EE | $2,850 | $4,033-29.3% | $4,919-42.1% | $4,249-32.9% |
| Admin fee / account holder | $7,988 | $10,439-23.5% | $13,697-41.7% | $8,951-10.8% |