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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 | $27,350 | $91,559-70.1% | $133,978-79.6% | $79,856-65.8% |
| Participation rate | 64.9% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.8pp |
| Annual return | 15.46% | 61.85%-46.4pp | 45.10%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,574 | $2,384-34.0% | $3,919-59.8% | $2,471-36.3% |
| Participant deferral / active EE | $4,295 | $3,734+15.0% | $5,047-14.9% | $3,741+14.8% |
| Admin fee / account holder | $7,729 | $6,321+22.3% | $8,930-13.4% | $5,306+45.7% |