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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 | $138,312-97.4% | $122,979-97.0% | $155,188-97.7% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 21.74% | 22.06%-0.3pp | 20.12%+1.6pp | 148.84%-127.1pp |
| Employer contribution / active EE | $2,087 | $3,530-40.9% | $3,062-31.8% | $4,248-50.9% |
| Participant deferral / active EE | $2,477 | $5,592-55.7% | $5,003-50.5% | $6,531-62.1% |
| Admin fee / account holder | $1,428 | $15,089-90.5% | $12,864-88.9% | $14,480-90.1% |