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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 | $25,465 | $201,372-87.4% | $184,260-86.2% | $145,884-82.5% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 10.17% | 29.04%-18.9pp | 28.84%-18.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,868 | $7,024-44.9% | $6,427-39.8% | $4,662-17.0% |
| Participant deferral / active EE | $5,326 | $9,808-45.7% | $9,133-41.7% | $6,690-20.4% |
| Admin fee / account holder | $17,704 | $16,362+8.2% | $13,898+27.4% | $13,392+32.2% |