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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 | $24,313 | $81,208-70.1% | $98,916-75.4% | $79,858-69.6% |
| Participation rate | 59.8% | 72.5%-12.7pp | 76.0%-16.2pp | 69.6%-9.9pp |
| Annual return | 27.19% | 60.99%-33.8pp | 196.45%-169.3pp | 31.72%-4.5pp |
| Employer contribution / active EE | $1,641 | $1,960-16.3% | $2,689-39.0% | $2,471-33.6% |
| Participant deferral / active EE | $4,006 | $3,265+22.7% | $4,245-5.6% | $3,740+7.1% |
| Admin fee / account holder | $660 | $6,013-89.0% | $6,642-90.1% | $5,306-87.6% |