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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 | $23,639 | $138,312-82.9% | $122,979-80.8% | $155,188-84.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 15.36% | 22.06%-6.7pp | 20.12%-4.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,628 | $3,530-53.9% | $3,062-46.8% | $4,248-61.7% |
| Participant deferral / active EE | $2,450 | $5,592-56.2% | $5,003-51.0% | $6,531-62.5% |
| Admin fee / account holder | $5,310 | $15,089-64.8% | $12,864-58.7% | $14,480-63.3% |