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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 | $26,556 | $87,733-69.7% | $106,554-75.1% | $85,851-69.1% |
| Participation rate | 59.3% | 71.9%-12.6pp | 76.1%-16.8pp | 69.3%-10.0pp |
| Annual return | 14.55% | 21.86%-7.3pp | 26.80%-12.3pp | 318.63%-304.1pp |
| Employer contribution / active EE | $880 | $2,073-57.5% | $2,819-68.8% | $2,565-65.7% |
| Participant deferral / active EE | $1,695 | $3,469-51.1% | $4,398-61.5% | $3,952-57.1% |
| Admin fee / account holder | $685 | $6,767-89.9% | $7,408-90.7% | $6,261-89.1% |