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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 | $23,061 | $79,867-71.1% | $120,344-80.8% | $64,340-64.2% |
| Participation rate | 65.8% | 63.0%+2.8pp | 76.7%-10.9pp | 55.2%+10.5pp |
| Annual return | 30.38% | 21.10%+9.3pp | 20.30%+10.1pp | 24.14%+6.2pp |
| Employer contribution / active EE | $1,948 | $1,925+1.2% | $3,020-35.5% | $1,862+4.6% |
| Participant deferral / active EE | $4,094 | $3,593+13.9% | $5,135-20.3% | $2,980+37.4% |
| Admin fee / account holder | $2,402 | $5,039-52.3% | $12,742-81.2% | $3,703-35.1% |