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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 | $25,685 | $86,949-70.5% | $102,460-74.9% | $80,959-68.3% |
| Participation rate | 54.4% | 72.4%-18.0pp | 76.5%-22.1pp | 67.7%-13.3pp |
| Annual return | 31.13% | 18.89%+12.2pp | 29.47%+1.7pp | 35.67%-4.5pp |
| Employer contribution / active EE | $1,653 | $2,370-30.2% | $3,025-45.3% | $2,757-40.0% |
| Participant deferral / active EE | $2,219 | $4,121-46.2% | $5,056-56.1% | $4,300-48.4% |
| Admin fee / account holder | $804 | $8,048-90.0% | $9,460-91.5% | $6,925-88.4% |