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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 | $20,227 | $83,061-75.6% | $126,068-84.0% | $94,015-78.5% |
| Participation rate | 50.0% | 81.2%-31.2pp | 84.7%-34.7pp | 70.8%-20.8pp |
| Annual return | 17.59% | 20.41%-2.8pp | 15.01%+2.6pp | 17.84%-0.3pp |
| Employer contribution / active EE | $2,148 | $2,864-25.0% | $3,968-45.9% | $2,790-23.0% |
| Participant deferral / active EE | $3,303 | $7,042-53.1% | $8,214-59.8% | $4,249-22.3% |
| Admin fee / account holder | $7,340 | $7,208+1.8% | $18,264-59.8% | $8,951-18.0% |