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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 | $13,757 | $147,556-90.7% | $129,031-89.3% | $198,609-93.1% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 19.47% | 37.41%-17.9pp | 34.67%-15.2pp | 202.70%-183.2pp |
| Employer contribution / active EE | $2,738 | $3,645-24.9% | $3,226-15.1% | $5,055-45.8% |
| Participant deferral / active EE | $3,903 | $5,760-32.2% | $5,217-25.2% | $6,977-44.1% |
| Admin fee / account holder | $2,705 | $15,467-82.5% | $13,208-79.5% | $19,030-85.8% |