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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 | $27,367 | $97,550-71.9% | $120,344-77.3% | $87,485-68.7% |
| Participation rate | 40.9% | 72.8%-31.9pp | 76.7%-35.8pp | 68.9%-28.0pp |
| Annual return | 19.00% | 18.41%+0.6pp | 20.30%-1.3pp | 26.06%-7.1pp |
| Employer contribution / active EE | $963 | $2,291-58.0% | $3,020-68.1% | $2,596-62.9% |
| Participant deferral / active EE | $2,094 | $4,230-50.5% | $5,135-59.2% | $4,274-51.0% |
| Admin fee / account holder | $548 | $9,543-94.3% | $12,742-95.7% | $7,775-93.0% |