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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 | $27,398 | $87,059-68.5% | $105,608-74.1% | $80,925-66.1% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.7%-6.9pp |
| Annual return | 13.51% | 17.05%-3.5pp | 116.50%-103.0pp | 35.65%-22.1pp |
| Employer contribution / active EE | $4,711 | $2,396+96.6% | $3,167+48.7% | $2,756+70.9% |
| Participant deferral / active EE | $2,616 | $3,986-34.4% | $5,010-47.8% | $4,299-39.1% |
| Admin fee / account holder | $3,916 | $8,443-53.6% | $11,028-64.5% | $6,940-43.6% |