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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 | $22,569 | $67,602-66.6% | $82,312-72.6% | $70,126-67.8% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.9%-13.7pp | 69.5%-6.4pp |
| Annual return | 26.16% | 21.57%+4.6pp | 25.88%+0.3pp | 73.15%-47.0pp |
| Employer contribution / active EE | $1,519 | $1,755-13.5% | $2,428-37.5% | $2,343-35.2% |
| Participant deferral / active EE | $2,466 | $2,987-17.4% | $3,706-33.5% | $3,332-26.0% |
| Admin fee / account holder | $915 | $4,512-79.7% | $5,608-83.7% | $4,645-80.3% |