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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 | $66,457-57.0% | $81,438-64.9% | $77,671-63.2% |
| Participation rate | 21.9% | 68.7%-46.9pp | 69.5%-47.6pp | 70.6%-48.7pp |
| Annual return | 26.37% | 15.93%+10.4pp | 24.74%+1.6pp | 31.21%-4.8pp |
| Employer contribution / active EE | $800 | $2,159-63.0% | $2,460-67.5% | $2,726-70.7% |
| Participant deferral / active EE | $1,503 | $3,679-59.1% | $3,883-61.3% | $4,648-67.7% |
| Admin fee / account holder | $828 | $583+42.1% | $5,764-85.6% | $430+92.3% |