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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 | $94,436-70.1% | $115,599-75.6% | $82,637-65.8% |
| Participation rate | 60.6% | 70.4%-9.8pp | 74.3%-13.7pp | 68.1%-7.4pp |
| Annual return | 21.77% | 18.37%+3.4pp | 111.10%-89.3pp | 53.51%-31.7pp |
| Employer contribution / active EE | $2,660 | $2,324+14.5% | $2,955-10.0% | $2,552+4.2% |
| Participant deferral / active EE | $5,554 | $3,955+40.4% | $4,889+13.6% | $4,126+34.6% |
| Admin fee / account holder | $1,461 | $10,328-85.9% | $12,841-88.6% | $7,339-80.1% |