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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 | $21,399 | $153,769-86.1% | $133,975-84.0% | $273,972-92.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.94% | 36.51%-28.6pp | 29.29%-21.4pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,043 | $6,029-66.1% | $5,211-60.8% | $4,869-58.0% |
| Participant deferral / active EE | $4,187 | $6,958-39.8% | $6,282-33.3% | $5,287-20.8% |
| Admin fee / account holder | $680 | $11,765-94.2% | $9,324-92.7% | $10,133-93.3% |