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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 | $28,271 | $101,795-72.2% | $165,100-82.9% | $80,959-65.1% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.7%-10.5pp |
| Annual return | 19.68% | 16.73%+3.0pp | 70.21%-50.5pp | 35.67%-16.0pp |
| Employer contribution / active EE | $2,708 | $2,954-8.3% | $4,348-37.7% | $2,757-1.8% |
| Participant deferral / active EE | $4,650 | $4,476+3.9% | $6,035-23.0% | $4,300+8.1% |
| Admin fee / account holder | $378 | $8,221-95.4% | $12,696-97.0% | $6,925-94.5% |