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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 | $30,122 | $181,896-83.4% | $156,551-80.8% | $273,972-89.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.76% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,188 | $6,248-65.0% | $5,501-60.2% | $4,869-55.1% |
| Participant deferral / active EE | $6,602 | $5,550+19.0% | $4,871+35.5% | $5,287+24.9% |
| Admin fee / account holder | $1,601 | $15,560-89.7% | $13,028-87.7% | $10,133-84.2% |