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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 | $26,376 | $181,896-85.5% | $156,551-83.2% | $273,972-90.4% |
| Participation rate | 64.3% | 88.4%-24.1pp | 84.0%-19.7pp | 83.0%-18.7pp |
| Annual return | 6.42% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,596 | $6,248-42.5% | $5,501-34.6% | $4,869-26.1% |
| Participant deferral / active EE | $2,708 | $5,550-51.2% | $4,871-44.4% | $5,287-48.8% |
| Admin fee / account holder | $4,798 | $15,560-69.2% | $13,028-63.2% | $10,133-52.6% |