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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 | $23,857 | $201,372-88.2% | $184,260-87.1% | $145,884-83.6% |
| Participation rate | 57.9% | 87.5%-29.6pp | 86.8%-28.9pp | 80.3%-22.4pp |
| Annual return | 15.29% | 29.04%-13.7pp | 28.84%-13.5pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,032 | $7,024-71.1% | $6,427-68.4% | $4,662-56.4% |
| Participant deferral / active EE | $4,218 | $9,808-57.0% | $9,133-53.8% | $6,690-37.0% |
| Admin fee / account holder | $3,064 | $16,362-81.3% | $13,898-78.0% | $13,392-77.1% |