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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 | $26,101 | $78,705-66.8% | $117,860-77.9% | $70,124-62.8% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 29.36% | 23.30%+6.1pp | 335.10%-305.7pp | 73.14%-43.8pp |
| Employer contribution / active EE | $1,813 | $2,223-18.5% | $3,786-52.1% | $2,342-22.6% |
| Participant deferral / active EE | $3,453 | $3,297+4.7% | $4,482-22.9% | $3,332+3.7% |
| Admin fee / account holder | $1,482 | $5,065-70.7% | $8,021-81.5% | $4,645-68.1% |