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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 | $13,180 | $78,423-83.2% | $95,964-86.3% | $79,856-83.5% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.6pp |
| Annual return | 19.30% | 19.37%-0.1pp | 91.64%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,074 | $1,945+6.6% | $2,541-18.4% | $2,471-16.1% |
| Participant deferral / active EE | $3,456 | $3,440+0.5% | $4,167-17.1% | $3,741-7.6% |
| Admin fee / account holder | $5,279 | $5,622-6.1% | $6,797-22.3% | $5,306-0.5% |