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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 | $85,515-73.0% | $112,040-79.4% | $67,986-66.1% |
| Participation rate | 65.8% | 68.2%-2.4pp | 76.5%-10.7pp | 57.2%+8.6pp |
| Annual return | 30.38% | 29.68%+0.7pp | 24.52%+5.9pp | 31.67%-1.3pp |
| Employer contribution / active EE | $1,948 | $2,191-11.1% | $2,954-34.0% | $2,019-3.5% |
| Participant deferral / active EE | $4,094 | $4,014+2.0% | $5,098-19.7% | $3,358+21.9% |
| Admin fee / account holder | $2,402 | $3,774-36.4% | $12,098-80.1% | $3,203-25.0% |