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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 | $27,361 | $83,485-67.2% | $125,180-78.1% | $72,983-62.5% |
| Participation rate | 64.3% | 73.3%-9.0pp | 79.8%-15.5pp | 69.5%-5.2pp |
| Annual return | 26.22% | 25.78%+0.4pp | 43.79%-17.6pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,597 | $2,346-31.9% | $3,866-58.7% | $2,440-34.6% |
| Participant deferral / active EE | $6,272 | $3,586+74.9% | $4,937+27.0% | $3,608+73.9% |
| Admin fee / account holder | $5,857 | $5,518+6.1% | $9,703-39.6% | $5,124+14.3% |