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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 | $27,367 | $100,194-72.7% | $122,979-77.7% | $86,983-68.5% |
| Participation rate | 40.9% | 73.0%-32.1pp | 77.2%-36.3pp | 69.5%-28.6pp |
| Annual return | 19.00% | 16.47%+2.5pp | 20.12%-1.1pp | 25.83%-6.8pp |
| Employer contribution / active EE | $963 | $2,326-58.6% | $3,062-68.6% | $2,584-62.7% |
| Participant deferral / active EE | $2,094 | $4,133-49.3% | $5,003-58.1% | $4,194-50.1% |
| Admin fee / account holder | $548 | $10,148-94.6% | $12,864-95.7% | $7,856-93.0% |