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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 | $34,787 | $123,478-71.8% | $216,567-83.9% | $94,015-63.0% |
| Participation rate | 66.0% | 75.1%-9.1pp | 81.6%-15.6pp | 70.8%-4.8pp |
| Annual return | 13.81% | 23.61%-9.8pp | 12.94%+0.9pp | 17.84%-4.0pp |
| Employer contribution / active EE | $1,472 | $3,136-53.1% | $5,216-71.8% | $2,790-47.2% |
| Participant deferral / active EE | $3,026 | $4,556-33.6% | $6,191-51.1% | $4,249-28.8% |
| Admin fee / account holder | $1,111 | $12,753-91.3% | $21,981-94.9% | $8,951-87.6% |