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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 | $26,913 | $86,949-69.0% | $102,460-73.7% | $80,959-66.8% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 11.64% | 18.89%-7.3pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,794 | $2,370-24.3% | $3,025-40.7% | $2,757-34.9% |
| Participant deferral / active EE | $4,189 | $4,121+1.6% | $5,056-17.2% | $4,300-2.6% |
| Admin fee / account holder | $1,413 | $8,048-82.4% | $9,460-85.1% | $6,925-79.6% |