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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 | $167,415-85.6% | $140,514-82.8% | $198,609-87.8% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 12.61% | 13.85%-1.2pp | 14.36%-1.7pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,562 | $4,088-12.9% | $3,378+5.4% | $5,055-29.5% |
| Participant deferral / active EE | $8,109 | $5,579+45.3% | $4,919+64.9% | $6,977+16.2% |
| Admin fee / account holder | $8,174 | $16,730-51.1% | $13,697-40.3% | $19,030-57.0% |