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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 | $143,969-80.1% | $199,883-85.7% | $82,637-65.3% |
| Participation rate | 64.8% | 84.1%-19.3pp | 86.8%-22.0pp | 68.1%-3.2pp |
| Annual return | 16.16% | 25.67%-9.5pp | 43.81%-27.7pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,186 | $4,632-52.8% | $6,261-65.1% | $2,552-14.3% |
| Participant deferral / active EE | $4,146 | $6,937-40.2% | $9,138-54.6% | $4,126+0.5% |
| Admin fee / account holder | $10,158 | $14,597-30.4% | $17,268-41.2% | $7,339+38.4% |