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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 | $38,678 | $123,793-68.8% | $177,840-78.3% | $79,852-51.6% |
| Participation rate | 67.9% | 84.7%-16.8pp | 87.7%-19.9pp | 69.6%-1.8pp |
| Annual return | 17.54% | 22.82%-5.3pp | 48.32%-30.8pp | 31.72%-14.2pp |
| Employer contribution / active EE | $1,406 | $4,095-65.7% | $5,919-76.3% | $2,471-43.1% |
| Participant deferral / active EE | $4,061 | $5,956-31.8% | $7,714-47.4% | $3,740+8.6% |
| Admin fee / account holder | $1,323 | $7,243-81.7% | $12,431-89.4% | $5,306-75.1% |