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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 | $19,547 | $89,367-78.1% | $141,191-86.2% | $72,975-73.2% |
| Participation rate | 58.3% | 75.1%-16.8pp | 82.5%-24.1pp | 69.5%-11.2pp |
| Annual return | 35.26% | 111.87%-76.6pp | 71.41%-36.1pp | 81.01%-45.7pp |
| Employer contribution / active EE | $1,695 | $3,115-45.6% | $4,736-64.2% | $2,440-30.5% |
| Participant deferral / active EE | $3,315 | $5,419-38.8% | $6,710-50.6% | $3,608-8.1% |
| Admin fee / account holder | $771 | $5,957-87.1% | $10,264-92.5% | $5,124-85.0% |