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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 | $23,566 | $80,985-70.9% | $96,576-75.6% | $75,181-68.7% |
| Participation rate | 58.2% | 71.8%-13.6pp | 76.0%-17.8pp | 67.2%-9.0pp |
| Annual return | 14.13% | 27.05%-12.9pp | 25.87%-11.7pp | 160.69%-146.6pp |
| Employer contribution / active EE | $975 | $2,282-57.3% | $2,965-67.1% | $2,671-63.5% |
| Participant deferral / active EE | $3,693 | $3,929-6.0% | $4,851-23.9% | $4,126-10.5% |
| Admin fee / account holder | $2,337 | $6,719-65.2% | $8,253-71.7% | $5,650-58.6% |