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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 | $18,344 | $135,956-86.5% | $123,894-85.2% | $273,972-93.3% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 17.00% | 56.63%-39.6pp | 47.52%-30.5pp | 41.46%-24.5pp |
| Employer contribution / active EE | $2,632 | $5,170-49.1% | $4,617-43.0% | $4,869-45.9% |
| Participant deferral / active EE | $4,649 | $6,343-26.7% | $5,984-22.3% | $5,287-12.1% |
| Admin fee / account holder | $2,194 | $9,817-77.6% | $8,357-73.7% | $10,133-78.3% |