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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 | $26,775 | $97,648-72.6% | $121,663-78.0% | $87,485-69.4% |
| Participation rate | 63.7% | 70.5%-6.7pp | 74.5%-10.7pp | 68.9%-5.2pp |
| Annual return | 20.79% | 18.03%+2.8pp | 147.54%-126.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $2,577 | $2,300+12.0% | $3,020-14.7% | $2,596-0.7% |
| Participant deferral / active EE | $6,329 | $3,923+61.3% | $4,887+29.5% | $4,274+48.1% |
| Admin fee / account holder | $1,067 | $11,100-90.4% | $14,289-92.5% | $7,775-86.3% |