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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 | $31,268 | $180,576-82.7% | $147,080-78.7% | - |
| Participation rate | 58.6% | 77.3%-18.7pp | 82.2%-23.6pp | - |
| Annual return | 29.13% | 11.77%+17.4pp | 420.17%-391.0pp | - |
| Employer contribution / active EE | $2,203 | $3,313-33.5% | $4,933-55.3% | - |
| Participant deferral / active EE | $5,984 | $6,942-13.8% | $8,066-25.8% | - |
| Admin fee / account holder | $784 | $27,717-97.2% | $12,989-94.0% | - |