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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 | $11,933 | $80,992-85.3% | $96,534-87.6% | $75,173-84.1% |
| Participation rate | 64.7% | 71.8%-7.1pp | 76.0%-11.3pp | 67.2%-2.5pp |
| Annual return | 25.19% | 27.05%-1.9pp | 25.88%-0.7pp | 160.72%-135.5pp |
| Employer contribution / active EE | $2,142 | $2,283-6.2% | $2,965-27.8% | $2,671-19.8% |
| Participant deferral / active EE | $3,233 | $3,929-17.7% | $4,851-33.3% | $4,126-21.6% |
| Admin fee / account holder | $4,066 | $6,717-39.5% | $8,253-50.7% | $5,651-28.0% |