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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 | $95,453-72.8% | $112,040-76.8% | $82,448-68.5% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.5%-31.3pp | 68.1%-22.9pp |
| Annual return | 18.66% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,417 | $2,318-38.9% | $2,954-52.0% | $2,551-44.5% |
| Participant deferral / active EE | $2,850 | $4,224-32.5% | $5,098-44.1% | $4,139-31.1% |
| Admin fee / account holder | $7,988 | $9,013-11.4% | $12,098-34.0% | $7,234+10.4% |