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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 | $39,276 | $123,793-68.3% | $177,827-77.9% | $79,858-50.8% |
| Participation rate | 67.7% | 84.7%-16.9pp | 87.7%-20.0pp | 69.6%-1.9pp |
| Annual return | 28.56% | 22.82%+5.7pp | 48.32%-19.8pp | 31.72%-3.2pp |
| Employer contribution / active EE | $2,348 | $4,095-42.7% | $5,918-60.3% | $2,471-5.0% |
| Participant deferral / active EE | $5,554 | $5,956-6.8% | $7,713-28.0% | $3,740+48.5% |
| Admin fee / account holder | $511 | $7,243-92.9% | $12,429-95.9% | $5,306-90.4% |