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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 | $27,641 | $86,949-68.2% | $102,460-73.0% | $80,959-65.9% |
| Participation rate | 53.1% | 72.4%-19.3pp | 76.5%-23.4pp | 67.7%-14.6pp |
| Annual return | 20.59% | 18.89%+1.7pp | 29.47%-8.9pp | 35.67%-15.1pp |
| Employer contribution / active EE | $959 | $2,370-59.5% | $3,025-68.3% | $2,757-65.2% |
| Participant deferral / active EE | $2,891 | $4,121-29.8% | $5,056-42.8% | $4,300-32.8% |
| Admin fee / account holder | $610 | $8,048-92.4% | $9,460-93.6% | $6,925-91.2% |