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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 | $26,814 | $76,112-64.8% | $96,544-72.2% | $71,529-62.5% |
| Participation rate | 64.2% | 74.4%-10.2pp | 76.0%-11.8pp | 67.9%-3.8pp |
| Annual return | 22.03% | 22.80%-0.8pp | 25.88%-3.9pp | 28.97%-6.9pp |
| Employer contribution / active EE | $1,662 | $2,248-26.0% | $2,966-44.0% | $2,590-35.8% |
| Participant deferral / active EE | $3,238 | $4,217-23.2% | $4,851-33.3% | $4,291-24.5% |
| Admin fee / account holder | $1,612 | $2,708-40.5% | $8,254-80.5% | $1,588+1.5% |