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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 | $25,795 | $92,811-72.2% | $238,191-89.2% | $86,983-70.3% |
| Participation rate | 40.8% | 69.3%-28.5pp | 77.1%-36.3pp | 69.5%-28.7pp |
| Annual return | 19.70% | 16.16%+3.5pp | 13.02%+6.7pp | 25.83%-6.1pp |
| Employer contribution / active EE | $955 | $2,728-65.0% | $5,082-81.2% | $2,584-63.0% |
| Participant deferral / active EE | $2,576 | $4,479-42.5% | $6,726-61.7% | $4,194-38.6% |
| Admin fee / account holder | $2,759 | $9,177-69.9% | $34,582-92.0% | $7,856-64.9% |