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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 | $28,678 | $142,972-79.9% | $214,702-86.6% | $86,983-67.0% |
| Participation rate | 64.8% | 84.9%-20.0pp | 87.5%-22.7pp | 69.5%-4.7pp |
| Annual return | 16.16% | 18.49%-2.3pp | 54.55%-38.4pp | 25.83%-9.7pp |
| Employer contribution / active EE | $2,186 | $4,635-52.8% | $6,461-66.2% | $2,584-15.4% |
| Participant deferral / active EE | $4,146 | $6,568-36.9% | $9,147-54.7% | $4,194-1.1% |
| Admin fee / account holder | $10,158 | $17,617-42.3% | $19,830-48.8% | $7,856+29.3% |