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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 | $23,642 | $86,298-72.6% | $111,308-78.8% | $85,847-72.5% |
| Participation rate | 69.2% | 73.3%-4.1pp | 77.3%-8.1pp | 69.3%-0.1pp |
| Annual return | 11.61% | 19.99%-8.4pp | 54.67%-43.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $1,126 | $2,044-44.9% | $2,732-58.8% | $2,565-56.1% |
| Participant deferral / active EE | $2,873 | $3,641-21.1% | $4,487-36.0% | $3,952-27.3% |
| Admin fee / account holder | $3,430 | $8,189-58.1% | $7,965-56.9% | $6,261-45.2% |