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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 | $27,333 | $162,785-83.2% | $133,959-79.6% | $158,950-82.8% |
| Participation rate | 38.1% | 83.2%-45.1pp | 79.8%-41.7pp | 82.0%-43.9pp |
| Annual return | 13.61% | 41.94%-28.3pp | 45.09%-31.5pp | 302.91%-289.3pp |
| Employer contribution / active EE | $1,360 | $4,975-72.7% | $3,919-65.3% | $4,762-71.4% |
| Participant deferral / active EE | $2,791 | $5,910-52.8% | $5,047-44.7% | $5,983-53.4% |
| Admin fee / account holder | $1,887 | $11,738-83.9% | $8,928-78.9% | $11,248-83.2% |