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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 | $22,011 | $91,559-76.0% | $133,978-83.6% | $79,856-72.4% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 14.09% | 61.85%-47.8pp | 45.10%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,460 | $2,384+3.2% | $3,919-37.2% | $2,471-0.5% |
| Participant deferral / active EE | $3,497 | $3,734-6.4% | $5,047-30.7% | $3,741-6.5% |
| Admin fee / account holder | $9,134 | $6,321+44.5% | $8,930+2.3% | $5,306+72.1% |