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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 | $87,465-73.6% | $122,979-81.2% | $65,306-64.7% |
| Participation rate | 65.8% | 66.0%-0.2pp | 77.2%-11.4pp | 57.7%+8.1pp |
| Annual return | 30.38% | 19.76%+10.6pp | 20.12%+10.3pp | 21.94%+8.4pp |
| Employer contribution / active EE | $1,948 | $2,156-9.6% | $3,062-36.4% | $1,967-1.0% |
| Participant deferral / active EE | $4,094 | $3,705+10.5% | $5,003-18.2% | $2,959+38.3% |
| Admin fee / account holder | $2,402 | $5,100-52.9% | $12,864-81.3% | $3,480-31.0% |