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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 | $15,433 | $118,496-87.0% | $98,461-84.3% | $139,466-88.9% |
| Participation rate | 27.3% | 77.5%-50.2pp | 75.2%-47.9pp | 80.3%-53.1pp |
| Annual return | 22.50% | 18.96%+3.5pp | 21.17%+1.3pp | 373.66%-351.2pp |
| Employer contribution / active EE | $727 | $3,611-79.9% | $3,049-76.1% | $4,754-84.7% |
| Participant deferral / active EE | $2,421 | $5,393-55.1% | $4,738-48.9% | $6,712-63.9% |
| Admin fee / account holder | $2,005 | $14,056-85.7% | $8,961-77.6% | $11,409-82.4% |