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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 | $23,564 | $86,949-72.9% | $102,460-77.0% | $80,959-70.9% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 21.55% | 18.89%+2.7pp | 29.47%-7.9pp | 35.67%-14.1pp |
| Employer contribution / active EE | $3,073 | $2,370+29.7% | $3,025+1.6% | $2,757+11.5% |
| Participant deferral / active EE | $4,904 | $4,121+19.0% | $5,056-3.0% | $4,300+14.0% |
| Admin fee / account holder | $1,898 | $8,048-76.4% | $9,460-79.9% | $6,925-72.6% |