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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 | $24,579 | $86,938-71.7% | $102,423-76.0% | $80,925-69.6% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.7%-21.5pp |
| Annual return | 25.01% | 18.89%+6.1pp | 29.42%-4.4pp | 35.65%-10.6pp |
| Employer contribution / active EE | $1,186 | $2,369-49.9% | $3,023-60.8% | $2,756-57.0% |
| Participant deferral / active EE | $3,921 | $4,120-4.8% | $5,054-22.4% | $4,299-8.8% |
| Admin fee / account holder | $1,162 | $8,053-85.6% | $9,455-87.7% | $6,940-83.3% |