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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 | $28,008 | $101,798-72.5% | $165,071-83.0% | $80,935-65.4% |
| Participation rate | 63.3% | 71.8%-8.6pp | 78.6%-15.4pp | 67.7%-4.4pp |
| Annual return | 27.09% | 16.73%+10.4pp | 70.17%-43.1pp | 35.66%-8.6pp |
| Employer contribution / active EE | $1,970 | $2,954-33.3% | $4,347-54.7% | $2,757-28.5% |
| Participant deferral / active EE | $4,952 | $4,476+10.6% | $6,035-17.9% | $4,299+15.2% |
| Admin fee / account holder | $7,294 | $8,221-11.3% | $12,695-42.5% | $6,924+5.3% |