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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 | $25,708 | $86,949-70.4% | $102,460-74.9% | $80,959-68.2% |
| Participation rate | 58.2% | 72.4%-14.2pp | 76.5%-18.3pp | 67.7%-9.5pp |
| Annual return | 17.70% | 18.89%-1.2pp | 29.47%-11.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,912 | $2,370-19.3% | $3,025-36.8% | $2,757-30.6% |
| Participant deferral / active EE | $4,051 | $4,121-1.7% | $5,056-19.9% | $4,300-5.8% |
| Admin fee / account holder | $707 | $8,048-91.2% | $9,460-92.5% | $6,925-89.8% |