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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 | $23,597 | $91,559-74.2% | $133,978-82.4% | $79,856-70.5% |
| Participation rate | 55.7% | 73.3%-17.6pp | 79.8%-24.1pp | 69.6%-13.9pp |
| Annual return | 17.73% | 61.85%-44.1pp | 45.10%-27.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $727 | $2,384-69.5% | $3,919-81.5% | $2,471-70.6% |
| Participant deferral / active EE | $2,518 | $3,734-32.6% | $5,047-50.1% | $3,741-32.7% |
| Admin fee / account holder | $2,406 | $6,321-61.9% | $8,930-73.1% | $5,306-54.7% |