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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 | $25,626 | $96,233-73.4% | $137,474-81.4% | $94,015-72.7% |
| Participation rate | 63.1% | 78.3%-15.3pp | 83.5%-20.4pp | 70.8%-7.7pp |
| Annual return | 19.64% | 16.05%+3.6pp | 11.53%+8.1pp | 17.84%+1.8pp |
| Employer contribution / active EE | $1,669 | $3,713-55.0% | $5,048-66.9% | $2,790-40.2% |
| Participant deferral / active EE | $3,332 | $5,018-33.6% | $6,155-45.9% | $4,249-21.6% |
| Admin fee / account holder | $1,117 | $7,029-84.1% | $10,602-89.5% | $8,951-87.5% |