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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 | $24,467 | $86,949-71.9% | $102,460-76.1% | $80,959-69.8% |
| Participation rate | 63.9% | 72.4%-8.5pp | 76.5%-12.6pp | 67.7%-3.8pp |
| Annual return | 15.95% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,222 | $2,370-6.2% | $3,025-26.6% | $2,757-19.4% |
| Participant deferral / active EE | $4,185 | $4,121+1.5% | $5,056-17.2% | $4,300-2.7% |
| Admin fee / account holder | $993 | $8,048-87.7% | $9,460-89.5% | $6,925-85.7% |