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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 | $22,298 | $227,399-90.2% | $189,758-88.2% | $198,609-88.8% |
| Participation rate | 68.2% | 84.0%-15.8pp | 79.8%-11.6pp | 82.4%-14.2pp |
| Annual return | 16.65% | 61.03%-44.4pp | 52.62%-36.0pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,796 | $5,526-67.5% | $4,767-62.3% | $5,055-64.5% |
| Participant deferral / active EE | $3,464 | $6,837-49.3% | $5,856-40.8% | $6,977-50.4% |
| Admin fee / account holder | $2,442 | $25,162-90.3% | $20,388-88.0% | $19,030-87.2% |