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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 | $21,217 | $138,312-84.7% | $122,979-82.7% | $155,188-86.3% |
| Participation rate | 62.5% | 80.2%-17.7pp | 77.2%-14.7pp | 80.8%-18.3pp |
| Annual return | 13.26% | 22.06%-8.8pp | 20.12%-6.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $836 | $3,530-76.3% | $3,062-72.7% | $4,248-80.3% |
| Participant deferral / active EE | $2,807 | $5,592-49.8% | $5,003-43.9% | $6,531-57.0% |
| Admin fee / account holder | $5,281 | $15,089-65.0% | $12,864-58.9% | $14,480-63.5% |