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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 | $35,328 | $91,120-61.2% | $161,149-78.1% | $64,097-44.9% |
| Participation rate | 61.5% | 62.2%-0.7pp | 78.8%-17.4pp | 55.2%+6.3pp |
| Annual return | 15.69% | 17.95%-2.3pp | 21.16%-5.5pp | 34.64%-19.0pp |
| Employer contribution / active EE | $971 | $2,284-57.5% | $4,360-77.7% | $1,891-48.7% |
| Participant deferral / active EE | $3,113 | $3,708-16.1% | $6,153-49.4% | $3,080+1.1% |
| Admin fee / account holder | $4,223 | $4,535-6.9% | $15,194-72.2% | $3,454+22.2% |