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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 | $29,068 | $153,769-81.1% | $133,975-78.3% | $273,972-89.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 9.65% | 36.51%-26.9pp | 29.29%-19.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,763 | $6,958+11.6% | $6,282+23.6% | $5,287+46.8% |
| Admin fee / account holder | $7,649 | $11,765-35.0% | $9,324-18.0% | $10,133-24.5% |