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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 | $19,963 | $135,956-85.3% | $123,894-83.9% | $273,972-92.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 26.66% | 56.63%-30.0pp | 47.52%-20.9pp | 41.46%-14.8pp |
| Employer contribution / active EE | $4,961 | $5,170-4.0% | $4,617+7.5% | $4,869+1.9% |
| Participant deferral / active EE | $18,356 | $6,343+189.4% | $5,984+206.7% | $5,287+247.2% |
| Admin fee / account holder | $5,646 | $9,817-42.5% | $8,357-32.4% | $10,133-44.3% |