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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 | $23,568 | $76,696-69.3% | $96,515-75.6% | $71,511-67.0% |
| Participation rate | 43.3% | 66.6%-23.2pp | 74.3%-31.0pp | 67.9%-24.6pp |
| Annual return | 16.50% | 48.32%-31.8pp | 35.73%-19.2pp | 28.86%-12.4pp |
| Employer contribution / active EE | $2,048 | $3,032-32.5% | $3,740-45.2% | $2,589-20.9% |
| Participant deferral / active EE | $3,973 | $3,770+5.4% | $4,880-18.6% | $4,291-7.4% |
| Admin fee / account holder | $8,624 | $2,030+324.9% | $6,735+28.0% | $1,588+442.9% |