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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 | $24,845 | $115,931-78.6% | $185,441-86.6% | $86,983-71.4% |
| Participation rate | 41.4% | 73.6%-32.2pp | 80.3%-38.9pp | 69.5%-28.2pp |
| Annual return | 27.04% | 21.47%+5.6pp | 20.16%+6.9pp | 25.83%+1.2pp |
| Employer contribution / active EE | $1,244 | $2,937-57.6% | $4,672-73.4% | $2,584-51.9% |
| Participant deferral / active EE | $3,877 | $4,551-14.8% | $6,152-37.0% | $4,194-7.6% |
| Admin fee / account holder | $571 | $10,687-94.7% | $17,890-96.8% | $7,856-92.7% |