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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 | $24,144 | $136,860-82.4% | $120,344-79.9% | $154,746-84.4% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 12.61% | 21.38%-8.8pp | 20.30%-7.7pp | 172.34%-159.7pp |
| Employer contribution / active EE | $3,562 | $3,533+0.8% | $3,020+17.9% | $4,379-18.7% |
| Participant deferral / active EE | $8,109 | $5,793+40.0% | $5,135+57.9% | $6,730+20.5% |
| Admin fee / account holder | $8,174 | $15,393-46.9% | $12,742-35.8% | $14,365-43.1% |