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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 | $30,518 | $88,186-65.4% | $165,071-81.5% | $74,459-59.0% |
| Participation rate | 58.7% | 73.1%-14.5pp | 78.6%-20.0pp | 67.2%-8.6pp |
| Annual return | 12.98% | 17.13%-4.1pp | 70.17%-57.2pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $778 | $2,600-70.1% | $4,347-82.1% | $2,626-70.4% |
| Participant deferral / active EE | $2,862 | $4,505-36.5% | $6,035-52.6% | $4,350-34.2% |
| Admin fee / account holder | $1,557 | $2,234-30.3% | $12,695-87.7% | $1,945-20.0% |