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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 | $21,514 | $135,956-84.2% | $123,894-82.6% | $273,972-92.1% |
| Participation rate | 61.1% | 84.1%-23.0pp | 81.4%-20.3pp | 83.0%-21.9pp |
| Annual return | 22.82% | 56.63%-33.8pp | 47.52%-24.7pp | 41.46%-18.6pp |
| Employer contribution / active EE | $1,895 | $5,170-63.3% | $4,617-59.0% | $4,869-61.1% |
| Participant deferral / active EE | $4,471 | $6,343-29.5% | $5,984-25.3% | $5,287-15.4% |
| Admin fee / account holder | $1,728 | $9,817-82.4% | $8,357-79.3% | $10,133-83.0% |