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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 | $28,868 | $80,674-64.2% | $119,126-75.8% | $64,340-55.1% |
| Participation rate | 57.7% | 55.2%+2.5pp | 75.8%-18.0pp | 55.2%+2.5pp |
| Annual return | 20.06% | 26.86%-6.8pp | 282.11%-262.0pp | 24.14%-4.1pp |
| Employer contribution / active EE | $1,136 | $2,564-55.7% | $4,034-71.8% | $1,862-39.0% |
| Participant deferral / active EE | $2,283 | $3,053-25.2% | $5,318-57.1% | $2,980-23.4% |
| Admin fee / account holder | $2,258 | $4,559-50.5% | $10,693-78.9% | $3,703-39.0% |