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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 | $26,586 | $87,106-69.5% | $105,607-74.8% | $80,935-67.2% |
| Participation rate | 58.2% | 70.4%-12.3pp | 75.3%-17.1pp | 67.7%-9.5pp |
| Annual return | 11.25% | 17.01%-5.8pp | 116.11%-104.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $787 | $2,396-67.2% | $3,167-75.2% | $2,757-71.5% |
| Participant deferral / active EE | $2,932 | $3,986-26.4% | $5,011-41.5% | $4,299-31.8% |
| Admin fee / account holder | $4,805 | $8,447-43.1% | $10,958-56.1% | $6,924-30.6% |