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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 | $94,436-71.5% | $115,599-76.7% | $82,637-67.5% |
| Participation rate | 47.7% | 70.4%-22.8pp | 74.3%-26.6pp | 68.1%-20.4pp |
| Annual return | 21.16% | 18.37%+2.8pp | 111.10%-89.9pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,116 | $2,324-52.0% | $2,955-62.2% | $2,552-56.3% |
| Participant deferral / active EE | $2,678 | $3,955-32.3% | $4,889-45.2% | $4,126-35.1% |
| Admin fee / account holder | $1,682 | $10,328-83.7% | $12,841-86.9% | $7,339-77.1% |