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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 | $23,978 | $95,404-74.9% | $113,397-78.9% | $82,637-71.0% |
| Participation rate | 32.5% | 72.8%-40.3pp | 76.5%-44.0pp | 68.1%-35.6pp |
| Annual return | 25.34% | 19.08%+6.3pp | 23.20%+2.1pp | 53.51%-28.2pp |
| Employer contribution / active EE | $1,339 | $2,307-42.0% | $2,977-55.0% | $2,552-47.5% |
| Participant deferral / active EE | $2,638 | $4,220-37.5% | $5,076-48.0% | $4,126-36.1% |
| Admin fee / account holder | $953 | $9,168-89.6% | $11,957-92.0% | $7,339-87.0% |