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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 | $22,726 | $181,896-87.5% | $156,551-85.5% | $273,972-91.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.81% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,832 | $6,248-54.7% | $5,501-48.5% | $4,869-41.8% |
| Participant deferral / active EE | $3,970 | $5,550-28.5% | $4,871-18.5% | $5,287-24.9% |
| Admin fee / account holder | $23,134 | $15,560+48.7% | $13,028+77.6% | $10,133+128.3% |