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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 | $24,194 | $71,523-66.2% | $98,461-75.4% | $71,511-66.2% |
| Participation rate | 32.3% | 72.7%-40.4pp | 75.2%-42.8pp | 67.9%-35.6pp |
| Annual return | 27.76% | 32.43%-4.7pp | 21.17%+6.6pp | 28.86%-1.1pp |
| Employer contribution / active EE | $999 | $2,399-58.4% | $3,049-67.2% | $2,589-61.4% |
| Participant deferral / active EE | $1,830 | $4,109-55.5% | $4,738-61.4% | $4,291-57.3% |
| Admin fee / account holder | $1,933 | $1,676+15.3% | $8,961-78.4% | $1,588+21.7% |