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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 | $26,929 | $153,769-82.5% | $133,975-79.9% | $273,972-90.2% |
| Participation rate | 68.2% | 88.4%-20.2pp | 87.1%-18.9pp | 83.0%-14.8pp |
| Annual return | 14.91% | 36.51%-21.6pp | 29.29%-14.4pp | 41.46%-26.5pp |
| Employer contribution / active EE | $1,738 | $6,029-71.2% | $5,211-66.7% | $4,869-64.3% |
| Participant deferral / active EE | $3,956 | $6,958-43.1% | $6,282-37.0% | $5,287-25.2% |
| Admin fee / account holder | $8,075 | $11,765-31.4% | $9,324-13.4% | $10,133-20.3% |