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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 | $28,893 | $86,949-66.8% | $102,460-71.8% | $80,959-64.3% |
| Participation rate | 56.0% | 72.4%-16.4pp | 76.5%-20.5pp | 67.7%-11.7pp |
| Annual return | 15.51% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,769 | $2,370-25.3% | $3,025-41.5% | $2,757-35.8% |
| Participant deferral / active EE | $2,787 | $4,121-32.4% | $5,056-44.9% | $4,300-35.2% |
| Admin fee / account holder | $1,124 | $8,048-86.0% | $9,460-88.1% | $6,925-83.8% |