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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 | $39,938 | $254,759-84.3% | $216,567-81.6% | $198,609-79.9% |
| Participation rate | 63.6% | 84.5%-20.9pp | 81.6%-18.0pp | 82.4%-18.7pp |
| Annual return | 4.79% | 10.04%-5.3pp | 12.94%-8.2pp | 202.70%-197.9pp |
| Employer contribution / active EE | $2,737 | $6,096-55.1% | $5,216-47.5% | $5,055-45.9% |
| Participant deferral / active EE | $3,059 | $6,948-56.0% | $6,191-50.6% | $6,977-56.2% |
| Admin fee / account holder | $15,593 | $26,311-40.7% | $21,981-29.1% | $19,030-18.1% |