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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 | $3,633 | $136,860-97.3% | $120,344-97.0% | $154,746-97.7% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 21.74% | 21.38%+0.4pp | 20.30%+1.4pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,087 | $3,533-40.9% | $3,020-30.9% | $4,379-52.3% |
| Participant deferral / active EE | $2,477 | $5,793-57.2% | $5,135-51.8% | $6,730-63.2% |
| Admin fee / account holder | $1,428 | $15,393-90.7% | $12,742-88.8% | $14,365-90.1% |