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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 | $31,710 | $79,223-60.0% | $102,460-69.1% | $74,478-57.4% |
| Participation rate | 51.2% | 74.8%-23.5pp | 76.5%-25.3pp | 67.2%-16.0pp |
| Annual return | 18.99% | 54.98%-36.0pp | 29.47%-10.5pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $1,239 | $2,363-47.6% | $3,025-59.0% | $2,626-52.8% |
| Participant deferral / active EE | $3,622 | $4,417-18.0% | $5,056-28.4% | $4,350-16.7% |
| Admin fee / account holder | $1,581 | $2,003-21.1% | $9,460-83.3% | $1,946-18.8% |