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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 | $38,822 | $212,777-81.8% | $173,703-77.7% | $198,609-80.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 75.9%-9.2pp | 82.4%-15.7pp |
| Annual return | 6.61% | 18.82%-12.2pp | 17.46%-10.8pp | 202.70%-196.1pp |
| Employer contribution / active EE | $2,368 | $5,214-54.6% | $4,288-44.8% | $5,055-53.2% |
| Participant deferral / active EE | $6,060 | $5,697+6.4% | $4,854+24.9% | $6,977-13.1% |
| Admin fee / account holder | $25,395 | $19,536+30.0% | $15,562+63.2% | $19,030+33.4% |