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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 | $17,739 | $93,598-81.0% | $135,974-87.0% | $75,173-76.4% |
| Participation rate | 56.3% | 75.2%-18.9pp | 81.9%-25.7pp | 67.2%-11.0pp |
| Annual return | 33.07% | 30.89%+2.2pp | 68.30%-35.2pp | 160.72%-127.6pp |
| Employer contribution / active EE | $2,020 | $3,538-42.9% | $4,859-58.4% | $2,671-24.4% |
| Participant deferral / active EE | $4,972 | $6,405-22.4% | $7,760-35.9% | $4,126+20.5% |
| Admin fee / account holder | $2,498 | $6,978-64.2% | $10,767-76.8% | $5,651-55.8% |