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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 | $104,098-73.7% | $140,514-80.5% | $94,015-70.9% |
| Participation rate | 40.9% | 73.7%-32.8pp | 77.8%-36.9pp | 70.8%-29.9pp |
| Annual return | 19.00% | 15.14%+3.9pp | 14.36%+4.6pp | 17.84%+1.2pp |
| Employer contribution / active EE | $963 | $2,388-59.7% | $3,378-71.5% | $2,790-65.5% |
| Participant deferral / active EE | $2,094 | $4,033-48.1% | $4,919-57.4% | $4,249-50.7% |
| Admin fee / account holder | $548 | $10,439-94.8% | $13,697-96.0% | $8,951-93.9% |