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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 | $23,939 | $114,712-79.1% | $173,730-86.2% | $87,485-72.6% |
| Participation rate | 57.6% | 73.0%-15.4pp | 79.6%-22.0pp | 68.9%-11.4pp |
| Annual return | 61.21% | 20.18%+41.0pp | 19.96%+41.3pp | 26.06%+35.2pp |
| Employer contribution / active EE | $2,376 | $2,904-18.2% | $4,577-48.1% | $2,596-8.5% |
| Participant deferral / active EE | $3,829 | $4,642-17.5% | $6,326-39.5% | $4,274-10.4% |
| Admin fee / account holder | $2,555 | $10,210-75.0% | $17,523-85.4% | $7,775-67.1% |