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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 | $28,233 | $101,950-72.3% | $125,529-77.5% | $86,983-67.5% |
| Participation rate | 60.6% | 70.2%-9.6pp | 74.7%-14.1pp | 69.5%-8.9pp |
| Annual return | 21.77% | 18.29%+3.5pp | 202.56%-180.8pp | 25.83%-4.1pp |
| Employer contribution / active EE | $2,660 | $2,358+12.8% | $3,058-13.0% | $2,584+2.9% |
| Participant deferral / active EE | $5,554 | $3,862+43.8% | $4,813+15.4% | $4,194+32.4% |
| Admin fee / account holder | $1,461 | $12,791-88.6% | $16,298-91.0% | $7,856-81.4% |