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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 | $20,887 | $136,860-84.7% | $120,344-82.6% | $154,746-86.5% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 9.04% | 21.38%-12.3pp | 20.30%-11.3pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,514 | $3,533-57.2% | $3,020-49.9% | $4,379-65.4% |
| Participant deferral / active EE | $2,700 | $5,793-53.4% | $5,135-47.4% | $6,730-59.9% |
| Admin fee / account holder | $6,482 | $15,393-57.9% | $12,742-49.1% | $14,365-54.9% |