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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 | $22,497 | $89,367-74.8% | $141,191-84.1% | $72,975-69.2% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 28.02% | 111.87%-83.9pp | 71.41%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $2,067 | $3,115-33.7% | $4,736-56.4% | $2,440-15.3% |
| Participant deferral / active EE | $3,905 | $5,419-27.9% | $6,710-41.8% | $3,608+8.2% |
| Admin fee / account holder | $1,013 | $5,957-83.0% | $10,264-90.1% | $5,124-80.2% |