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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 | $24,656 | $91,559-73.1% | $133,971-81.6% | $79,852-69.1% |
| Participation rate | 67.9% | 73.3%-5.4pp | 79.8%-11.9pp | 69.6%-1.7pp |
| Annual return | 17.22% | 61.85%-44.6pp | 45.09%-27.9pp | 31.72%-14.5pp |
| Employer contribution / active EE | $2,361 | $2,384-0.9% | $3,919-39.7% | $2,471-4.4% |
| Participant deferral / active EE | $5,073 | $3,734+35.9% | $5,047+0.5% | $3,740+35.6% |
| Admin fee / account holder | $3,925 | $6,321-37.9% | $8,929-56.0% | $5,306-26.0% |