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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 | $22,338 | $83,898-73.4% | $133,346-83.2% | $94,015-76.2% |
| Participation rate | 64.5% | 63.4%+1.2pp | 72.8%-8.3pp | 70.8%-6.3pp |
| Annual return | 12.57% | 16.00%-3.4pp | 36.85%-24.3pp | 17.84%-5.3pp |
| Employer contribution / active EE | $1,266 | $1,821-30.5% | $2,853-55.6% | $2,790-54.6% |
| Participant deferral / active EE | $3,694 | $3,245+13.8% | $4,332-14.7% | $4,249-13.1% |
| Admin fee / account holder | $28,205 | $7,809+261.2% | $14,264+97.7% | $8,951+215.1% |