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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 | $27,843 | $91,760-69.7% | $156,181-82.2% | $67,986-59.0% |
| Participation rate | 51.6% | 65.0%-13.4pp | 78.8%-27.2pp | 57.2%-5.6pp |
| Annual return | 24.53% | 18.14%+6.4pp | 64.87%-40.3pp | 31.67%-7.1pp |
| Employer contribution / active EE | $1,598 | $2,419-33.9% | $4,294-62.8% | $2,019-20.8% |
| Participant deferral / active EE | $2,347 | $3,960-40.7% | $6,132-61.7% | $3,358-30.1% |
| Admin fee / account holder | $1,311 | $3,949-66.8% | $14,586-91.0% | $3,203-59.1% |