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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 | $22,244 | $77,492-71.3% | $100,398-77.8% | $80,911-72.5% |
| Participation rate | 56.6% | 76.9%-20.3pp | 81.5%-24.9pp | 67.6%-11.0pp |
| Annual return | 14.47% | 37.23%-22.8pp | 49.32%-34.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,678 | $2,800-40.1% | $3,946-57.5% | $2,756-39.1% |
| Participant deferral / active EE | $5,039 | $6,817-26.1% | $8,084-37.7% | $4,297+17.3% |
| Admin fee / account holder | $8,196 | $5,892+39.1% | $7,893+3.8% | $6,935+18.2% |