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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 | $21,892 | $215,361-89.8% | $171,082-87.2% | $273,972-92.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 4.99% | 25.14%-20.1pp | 32.56%-27.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $931 | $4,967-81.3% | $4,002-76.7% | $4,869-80.9% |
| Participant deferral / active EE | $2,358 | $5,543-57.5% | $4,797-50.9% | $5,287-55.4% |
| Admin fee / account holder | $415 | $10,846-96.2% | $8,520-95.1% | $10,133-95.9% |