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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 | $95,404-70.1% | $113,397-74.8% | $82,637-65.5% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 13.55% | 19.08%-5.5pp | 23.20%-9.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,096 | $2,307-52.5% | $2,977-63.2% | $2,552-57.1% |
| Participant deferral / active EE | $2,141 | $4,220-49.3% | $5,076-57.8% | $4,126-48.1% |
| Admin fee / account holder | $9,425 | $9,168+2.8% | $11,957-21.2% | $7,339+28.4% |