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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 | $35,350 | $177,595-80.1% | $148,496-76.2% | $198,609-82.2% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 8.35% | 9.97%-1.6pp | 12.33%-4.0pp | 202.70%-194.3pp |
| Employer contribution / active EE | $3,839 | $4,098-6.3% | $3,497+9.8% | $5,055-24.1% |
| Participant deferral / active EE | $6,689 | $5,539+20.8% | $4,808+39.1% | $6,977-4.1% |
| Admin fee / account holder | $18,095 | $27,010-33.0% | $19,547-7.4% | $19,030-4.9% |