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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 | $26,643 | $140,592-81.0% | $123,105-78.4% | $125,389-78.8% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 19.29% | 16.80%+2.5pp | 13.22%+6.1pp | 282.24%-263.0pp |
| Employer contribution / active EE | $2,108 | $6,041-65.1% | $5,151-59.1% | $4,866-56.7% |
| Participant deferral / active EE | $2,579 | $6,980-63.1% | $6,229-58.6% | $5,352-51.8% |
| Admin fee / account holder | $1,336 | $11,198-88.1% | $9,014-85.2% | $9,541-86.0% |