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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 | $26,775 | $94,031-71.5% | $115,768-76.9% | $82,448-67.5% |
| Participation rate | 63.7% | 70.4%-6.7pp | 74.4%-10.6pp | 68.1%-4.3pp |
| Annual return | 20.79% | 20.61%+0.2pp | 100.46%-79.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,577 | $2,323+10.9% | $2,940-12.3% | $2,551+1.0% |
| Participant deferral / active EE | $6,329 | $3,972+59.4% | $4,917+28.7% | $4,139+52.9% |
| Admin fee / account holder | $1,067 | $10,249-89.6% | $12,439-91.4% | $7,234-85.2% |