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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 | $27,893 | $167,415-83.3% | $140,514-80.1% | $198,609-86.0% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 10.38% | 13.85%-3.5pp | 14.36%-4.0pp | 202.70%-192.3pp |
| Employer contribution / active EE | $1,285 | $4,088-68.6% | $3,378-62.0% | $5,055-74.6% |
| Participant deferral / active EE | $7,829 | $5,579+40.3% | $4,919+59.2% | $6,977+12.2% |
| Admin fee / account holder | $13,133 | $16,730-21.5% | $13,697-4.1% | $19,030-31.0% |