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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 | $39,954 | $146,267-72.7% | $197,124-79.7% | $82,448-51.5% |
| Participation rate | 67.6% | 84.0%-16.4pp | 86.7%-19.1pp | 68.1%-0.5pp |
| Annual return | 16.19% | 29.61%-13.4pp | 44.34%-28.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,315 | $4,723-51.0% | $6,227-62.8% | $2,551-9.3% |
| Participant deferral / active EE | $3,953 | $7,035-43.8% | $9,135-56.7% | $4,139-4.5% |
| Admin fee / account holder | $809 | $14,422-94.4% | $16,298-95.0% | $7,234-88.8% |