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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 | $14,727 | $89,370-83.5% | $141,197-89.6% | $72,976-79.8% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-8.0pp |
| Annual return | 21.37% | 111.88%-90.5pp | 71.41%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $3,729 | $3,115+19.7% | $4,736-21.3% | $2,440+52.8% |
| Participant deferral / active EE | $5,309 | $5,419-2.0% | $6,710-20.9% | $3,608+47.1% |
| Admin fee / account holder | $6,820 | $5,957+14.5% | $10,265-33.6% | $5,124+33.1% |