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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 | $17,992 | $110,212-83.7% | $96,534-81.4% | $139,466-87.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 28.53% | 26.42%+2.1pp | 25.88%+2.7pp | 373.66%-345.1pp |
| Employer contribution / active EE | $2,918 | $3,620-19.4% | $2,965-1.6% | $4,754-38.6% |
| Participant deferral / active EE | $3,675 | $5,547-33.8% | $4,851-24.2% | $6,712-45.2% |
| Admin fee / account holder | $864 | $11,599-92.5% | $8,253-89.5% | $11,409-92.4% |