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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 | $28,486 | $86,940-67.2% | $102,434-72.2% | $80,935-64.8% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.7%-10.9pp |
| Annual return | 25.98% | 18.89%+7.1pp | 29.46%-3.5pp | 35.66%-9.7pp |
| Employer contribution / active EE | $1,209 | $2,370-49.0% | $3,023-60.0% | $2,757-56.2% |
| Participant deferral / active EE | $3,320 | $4,121-19.4% | $5,055-34.3% | $4,299-22.8% |
| Admin fee / account holder | $1,223 | $8,047-84.8% | $9,462-87.1% | $6,924-82.3% |