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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 | $28,536 | $95,453-70.1% | $112,040-74.5% | $82,448-65.4% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 13.55% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,096 | $2,318-52.7% | $2,954-62.9% | $2,551-57.0% |
| Participant deferral / active EE | $2,141 | $4,224-49.3% | $5,098-58.0% | $4,139-48.3% |
| Admin fee / account holder | $9,425 | $9,013+4.6% | $12,098-22.1% | $7,234+30.3% |