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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 | $26,239 | $83,485-68.6% | $125,192-79.0% | $72,975-64.0% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.0pp | 69.5%-1.7pp |
| Annual return | 23.30% | 25.77%-2.5pp | 43.79%-20.5pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,931 | $2,346-17.7% | $3,866-50.0% | $2,440-20.8% |
| Participant deferral / active EE | $3,369 | $3,586-6.0% | $4,937-31.8% | $3,608-6.6% |
| Admin fee / account holder | $7,410 | $5,518+34.3% | $9,704-23.6% | $5,124+44.6% |