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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 | $21,322 | $83,485-74.5% | $125,180-83.0% | $72,983-70.8% |
| Participation rate | 29.0% | 73.3%-44.3pp | 79.8%-50.8pp | 69.5%-40.5pp |
| Annual return | 29.98% | 25.78%+4.2pp | 43.79%-13.8pp | 81.01%-51.0pp |
| Employer contribution / active EE | $1,149 | $2,346-51.0% | $3,866-70.3% | $2,440-52.9% |
| Participant deferral / active EE | $2,927 | $3,586-18.4% | $4,937-40.7% | $3,608-18.9% |
| Admin fee / account holder | $689 | $5,518-87.5% | $9,703-92.9% | $5,124-86.6% |