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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 | $19,775 | $93,598-78.9% | $135,974-85.5% | $75,173-73.7% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 21.95% | 30.89%-8.9pp | 68.30%-46.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $2,199 | $3,538-37.8% | $4,859-54.7% | $2,671-17.7% |
| Participant deferral / active EE | $4,718 | $6,405-26.3% | $7,760-39.2% | $4,126+14.3% |
| Admin fee / account holder | $1,367 | $6,978-80.4% | $10,767-87.3% | $5,651-75.8% |