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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 | $22,890 | $91,019-74.9% | $392,568-94.2% | $72,975-68.6% |
| Participation rate | 44.7% | 74.4%-29.6pp | 78.1%-33.3pp | 69.5%-24.8pp |
| Annual return | 22.80% | 20.00%+2.8pp | 24.42%-1.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $707 | $2,751-74.3% | $3,783-81.3% | $2,440-71.0% |
| Participant deferral / active EE | $3,737 | $4,570-18.2% | $5,985-37.6% | $3,608+3.6% |
| Admin fee / account holder | $2,984 | $4,895-39.0% | $6,260-52.3% | $5,124-41.8% |