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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 | $95,084-75.7% | $140,514-83.6% | $69,733-66.9% |
| Participation rate | 65.8% | 68.7%-2.9pp | 77.8%-12.0pp | 62.5%+3.3pp |
| Annual return | 30.38% | 18.56%+11.8pp | 14.36%+16.0pp | 15.22%+15.2pp |
| Employer contribution / active EE | $1,948 | $2,405-19.0% | $3,378-42.3% | $2,250-13.4% |
| Participant deferral / active EE | $4,094 | $3,868+5.9% | $4,919-16.8% | $3,054+34.0% |
| Admin fee / account holder | $2,402 | $4,885-50.8% | $13,697-82.5% | $3,102-22.6% |