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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 | $21,037 | $78,428-73.2% | $95,960-78.1% | $79,852-73.7% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.1%-13.7pp | 69.6%-6.3pp |
| Annual return | 25.90% | 19.37%+6.5pp | 91.63%-65.7pp | 31.72%-5.8pp |
| Employer contribution / active EE | $1,718 | $1,945-11.7% | $2,541-32.4% | $2,471-30.5% |
| Participant deferral / active EE | $2,430 | $3,440-29.4% | $4,167-41.7% | $3,740-35.0% |
| Admin fee / account holder | $5,281 | $5,622-6.1% | $6,797-22.3% | $5,306-0.5% |