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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 | $28,981 | $95,404-69.6% | $113,397-74.4% | $82,637-64.9% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 18.34% | 19.08%-0.7pp | 23.20%-4.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $850 | $2,307-63.1% | $2,977-71.4% | $2,552-66.7% |
| Participant deferral / active EE | $3,510 | $4,220-16.8% | $5,076-30.9% | $4,126-14.9% |
| Admin fee / account holder | $1,082 | $9,168-88.2% | $11,957-91.0% | $7,339-85.3% |