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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 | $23,373 | $86,949-73.1% | $102,460-77.2% | $80,959-71.1% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 15.30% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,710 | $2,370-27.8% | $3,025-43.5% | $2,757-38.0% |
| Participant deferral / active EE | $3,036 | $4,121-26.3% | $5,056-40.0% | $4,300-29.4% |
| Admin fee / account holder | $2,875 | $8,048-64.3% | $9,460-69.6% | $6,925-58.5% |