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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 | $28,549 | $66,459-57.0% | $81,353-64.9% | $77,736-63.3% |
| Participation rate | 21.9% | 68.7%-46.8pp | 69.5%-47.7pp | 70.6%-48.7pp |
| Annual return | 26.37% | 15.95%+10.4pp | 24.82%+1.5pp | 31.26%-4.9pp |
| Employer contribution / active EE | $800 | $2,156-62.9% | $2,464-67.5% | $2,728-70.7% |
| Participant deferral / active EE | $1,503 | $3,674-59.1% | $3,885-61.3% | $4,651-67.7% |
| Admin fee / account holder | $828 | $585+41.5% | $5,766-85.6% | $433+91.0% |