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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 | $26,877 | $94,031-71.4% | $115,768-76.8% | $82,448-67.4% |
| Participation rate | 47.7% | 70.4%-22.7pp | 74.4%-26.7pp | 68.1%-20.4pp |
| Annual return | 21.16% | 20.61%+0.6pp | 100.46%-79.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,116 | $2,323-52.0% | $2,940-62.0% | $2,551-56.2% |
| Participant deferral / active EE | $2,678 | $3,972-32.6% | $4,917-45.5% | $4,139-35.3% |
| Admin fee / account holder | $1,682 | $10,249-83.6% | $12,439-86.5% | $7,234-76.7% |