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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 | $24,615 | $81,208-69.7% | $98,920-75.1% | $79,856-69.2% |
| Participation rate | 63.5% | 72.5%-9.0pp | 76.0%-12.5pp | 69.6%-6.1pp |
| Annual return | 12.25% | 60.99%-48.7pp | 196.47%-184.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,148 | $1,960-41.4% | $2,689-57.3% | $2,471-53.5% |
| Participant deferral / active EE | $1,957 | $3,265-40.1% | $4,245-53.9% | $3,741-47.7% |
| Admin fee / account holder | $2,756 | $6,013-54.2% | $6,643-58.5% | $5,306-48.1% |