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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 | $20,181 | $78,682-74.4% | $109,188-81.5% | $85,851-76.5% |
| Participation rate | 57.4% | 68.3%-10.9pp | 75.9%-18.5pp | 69.3%-12.0pp |
| Annual return | 30.29% | 25.09%+5.2pp | 25.76%+4.5pp | 318.63%-288.3pp |
| Employer contribution / active EE | $1,815 | $2,734-33.6% | $3,723-51.3% | $2,565-29.3% |
| Participant deferral / active EE | $3,198 | $3,468-7.8% | $4,654-31.3% | $3,952-19.1% |
| Admin fee / account holder | $2,043 | $5,470-62.6% | $6,755-69.8% | $6,261-67.4% |