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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 | $27,043 | $95,404-71.7% | $113,397-76.2% | $82,637-67.3% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.5%-15.7pp | 68.1%-7.3pp |
| Annual return | 20.81% | 19.08%+1.7pp | 23.20%-2.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $702 | $2,307-69.6% | $2,977-76.4% | $2,552-72.5% |
| Participant deferral / active EE | $3,385 | $4,220-19.8% | $5,076-33.3% | $4,126-17.9% |
| Admin fee / account holder | $6,607 | $9,168-27.9% | $11,957-44.7% | $7,339-10.0% |