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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 | $28,473 | $153,769-81.5% | $133,975-78.7% | $273,972-89.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 12.13% | 36.51%-24.4pp | 29.29%-17.2pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,122 | $6,029-64.8% | $5,211-59.3% | $4,869-56.4% |
| Participant deferral / active EE | $7,840 | $6,958+12.7% | $6,282+24.8% | $5,287+48.3% |
| Admin fee / account holder | $328 | $11,765-97.2% | $9,324-96.5% | $10,133-96.8% |