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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 | $28,794 | $99,994-71.2% | $146,647-80.4% | $85,851-66.5% |
| Participation rate | 68.4% | 73.1%-4.6pp | 80.1%-11.7pp | 69.3%-0.9pp |
| Annual return | 16.33% | 18.93%-2.6pp | 22.75%-6.4pp | 318.63%-302.3pp |
| Employer contribution / active EE | $2,370 | $2,559-7.4% | $4,137-42.7% | $2,565-7.6% |
| Participant deferral / active EE | $3,892 | $4,006-2.8% | $5,506-29.3% | $3,952-1.5% |
| Admin fee / account holder | $3,435 | $7,703-55.4% | $10,281-66.6% | $6,261-45.1% |