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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 | $28,868 | $90,170-68.0% | $150,734-80.8% | $69,733-58.6% |
| Participation rate | 57.7% | 60.2%-2.5pp | 78.4%-20.7pp | 62.5%-4.7pp |
| Annual return | 20.06% | 16.56%+3.5pp | 600.81%-580.7pp | 15.22%+4.8pp |
| Employer contribution / active EE | $1,136 | $3,428-66.9% | $4,918-76.9% | $2,250-49.5% |
| Participant deferral / active EE | $2,283 | $3,086-26.0% | $5,610-59.3% | $3,054-25.3% |
| Admin fee / account holder | $2,258 | $4,600-50.9% | $14,905-84.9% | $3,102-27.2% |