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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 | $23,239 | $86,940-73.3% | $102,434-77.3% | $80,935-71.3% |
| Participation rate | 53.3% | 72.4%-19.1pp | 76.5%-23.2pp | 67.7%-14.3pp |
| Annual return | 32.32% | 18.89%+13.4pp | 29.46%+2.9pp | 35.66%-3.3pp |
| Employer contribution / active EE | $1,560 | $2,370-34.2% | $3,023-48.4% | $2,757-43.4% |
| Participant deferral / active EE | $2,234 | $4,121-45.8% | $5,055-55.8% | $4,299-48.0% |
| Admin fee / account holder | $2,235 | $8,047-72.2% | $9,462-76.4% | $6,924-67.7% |