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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 | $33,434 | $197,625-83.1% | $177,840-81.2% | $158,966-79.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 20.17% | 58.76%-38.6pp | 48.32%-28.2pp | 302.95%-282.8pp |
| Employer contribution / active EE | $1,525 | $6,698-77.2% | $5,919-74.2% | $4,762-68.0% |
| Participant deferral / active EE | $4,686 | $8,405-44.2% | $7,714-39.2% | $5,983-21.7% |
| Admin fee / account holder | $1,130 | $15,405-92.7% | $12,431-90.9% | $11,250-90.0% |