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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 | $40,636 | $123,478-67.1% | $216,567-81.2% | $94,015-56.8% |
| Participation rate | 52.6% | 75.1%-22.5pp | 81.6%-29.0pp | 70.8%-18.2pp |
| Annual return | 17.21% | 23.61%-6.4pp | 12.94%+4.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $1,524 | $3,136-51.4% | $5,216-70.8% | $2,790-45.4% |
| Participant deferral / active EE | $3,356 | $4,556-26.3% | $6,191-45.8% | $4,249-21.0% |
| Admin fee / account holder | $1,429 | $12,753-88.8% | $21,981-93.5% | $8,951-84.0% |