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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 | $23,703 | $86,949-72.7% | $102,460-76.9% | $80,959-70.7% |
| Participation rate | 67.2% | 72.4%-5.1pp | 76.5%-9.3pp | 67.7%-0.4pp |
| Annual return | 12.21% | 18.89%-6.7pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,167 | $2,370-8.6% | $3,025-28.4% | $2,757-21.4% |
| Participant deferral / active EE | $3,533 | $4,121-14.3% | $5,056-30.1% | $4,300-17.8% |
| Admin fee / account holder | $954 | $8,048-88.1% | $9,460-89.9% | $6,925-86.2% |