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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 | $31,847 | $79,209-59.8% | $102,434-68.9% | $74,459-57.2% |
| Participation rate | 61.1% | 74.8%-13.7pp | 76.5%-15.4pp | 67.2%-6.1pp |
| Annual return | 15.06% | 54.98%-39.9pp | 29.46%-14.4pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,503 | $2,362-36.4% | $3,023-50.3% | $2,626-42.7% |
| Participant deferral / active EE | $2,260 | $4,417-48.8% | $5,055-55.3% | $4,350-48.0% |
| Admin fee / account holder | $2,709 | $2,002+35.3% | $9,462-71.4% | $1,945+39.3% |