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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 | $27,195 | $86,949-68.7% | $102,460-73.5% | $80,959-66.4% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 22.97% | 18.89%+4.1pp | 29.47%-6.5pp | 35.67%-12.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,295 | $4,121+52.7% | $5,056+24.5% | $4,300+46.4% |
| Admin fee / account holder | $1,522 | $8,048-81.1% | $9,460-83.9% | $6,925-78.0% |