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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 | $28,663 | $101,950-71.9% | $125,529-77.2% | $86,983-67.0% |
| Participation rate | 56.0% | 70.2%-14.2pp | 74.7%-18.7pp | 69.5%-13.5pp |
| Annual return | 24.53% | 18.29%+6.2pp | 202.56%-178.0pp | 25.83%-1.3pp |
| Employer contribution / active EE | $849 | $2,358-64.0% | $3,058-72.2% | $2,584-67.1% |
| Participant deferral / active EE | $3,503 | $3,862-9.3% | $4,813-27.2% | $4,194-16.5% |
| Admin fee / account holder | $14,575 | $12,791+13.9% | $16,298-10.6% | $7,856+85.5% |