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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 | $18,187 | $83,898-78.3% | $133,346-86.4% | $94,015-80.7% |
| Participation rate | 60.7% | 63.4%-2.6pp | 72.8%-12.1pp | 70.8%-10.1pp |
| Annual return | 20.25% | 16.00%+4.2pp | 36.85%-16.6pp | 17.84%+2.4pp |
| Employer contribution / active EE | $2,316 | $1,821+27.2% | $2,853-18.8% | $2,790-17.0% |
| Participant deferral / active EE | $2,632 | $3,245-18.9% | $4,332-39.2% | $4,249-38.1% |
| Admin fee / account holder | $1,669 | $7,809-78.6% | $14,264-88.3% | $8,951-81.4% |