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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 | $29,428 | $181,896-83.8% | $156,551-81.2% | $273,972-89.3% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 5.69% | 30.74%-25.1pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,173 | $6,248-65.2% | $5,501-60.5% | $4,869-55.4% |
| Participant deferral / active EE | $3,608 | $5,550-35.0% | $4,871-25.9% | $5,287-31.8% |
| Admin fee / account holder | $12,819 | $15,560-17.6% | $13,028-1.6% | $10,133+26.5% |