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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 | $27,214 | $86,938-68.7% | $102,423-73.4% | $80,925-66.4% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 20.10% | 18.89%+1.2pp | 29.42%-9.3pp | 35.65%-15.5pp |
| Employer contribution / active EE | $1,270 | $2,369-46.4% | $3,023-58.0% | $2,756-53.9% |
| Participant deferral / active EE | $2,652 | $4,120-35.6% | $5,054-47.5% | $4,299-38.3% |
| Admin fee / account holder | $1,498 | $8,053-81.4% | $9,455-84.2% | $6,940-78.4% |