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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 | $21,378 | $115,931-81.6% | $185,441-88.5% | $86,983-75.4% |
| Participation rate | 60.4% | 73.6%-13.2pp | 80.3%-19.9pp | 69.5%-9.2pp |
| Annual return | 33.92% | 21.47%+12.5pp | 20.16%+13.8pp | 25.83%+8.1pp |
| Employer contribution / active EE | $1,909 | $2,937-35.0% | $4,672-59.1% | $2,584-26.1% |
| Participant deferral / active EE | $4,202 | $4,551-7.7% | $6,152-31.7% | $4,194+0.2% |
| Admin fee / account holder | $5,974 | $10,687-44.1% | $17,890-66.6% | $7,856-24.0% |