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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 | $28,873 | $94,031-69.3% | $115,768-75.1% | $82,448-65.0% |
| Participation rate | 69.4% | 70.4%-1.0pp | 74.4%-4.9pp | 68.1%+1.4pp |
| Annual return | 18.79% | 20.61%-1.8pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,334 | $2,323-42.6% | $2,940-54.6% | $2,551-47.7% |
| Participant deferral / active EE | $3,068 | $3,972-22.8% | $4,917-37.6% | $4,139-25.9% |
| Admin fee / account holder | $999 | $10,249-90.2% | $12,439-92.0% | $7,234-86.2% |