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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 | $26,212 | $93,345-71.9% | $119,126-78.0% | $87,485-70.0% |
| Participation rate | 53.1% | 68.7%-15.6pp | 75.8%-22.6pp | 68.9%-15.8pp |
| Annual return | 21.45% | 19.08%+2.4pp | 282.11%-260.7pp | 26.06%-4.6pp |
| Employer contribution / active EE | $1,236 | $3,172-61.0% | $4,034-69.4% | $2,596-52.4% |
| Participant deferral / active EE | $3,004 | $4,099-26.7% | $5,318-43.5% | $4,274-29.7% |
| Admin fee / account holder | $5,179 | $8,039-35.6% | $10,693-51.6% | $7,775-33.4% |