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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 | $29,589 | $87,834-66.3% | $133,975-77.9% | $62,881-52.9% |
| Participation rate | 52.5% | 83.4%-30.9pp | 87.1%-34.6pp | 69.3%-16.8pp |
| Annual return | 26.85% | 12.05%+14.8pp | 29.29%-2.4pp | 20.14%+6.7pp |
| Employer contribution / active EE | $1,805 | $3,482-48.2% | $5,211-65.4% | $2,281-20.9% |
| Participant deferral / active EE | $2,292 | $4,812-52.4% | $6,282-63.5% | $3,203-28.4% |
| Admin fee / account holder | $1,226 | $5,372-77.2% | $9,324-86.9% | $4,296-71.5% |