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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 | $24,192 | $80,983-70.1% | $96,544-74.9% | $75,177-67.8% |
| Participation rate | 42.9% | 71.8%-28.9pp | 76.0%-33.1pp | 67.2%-24.3pp |
| Annual return | 20.21% | 27.05%-6.8pp | 25.88%-5.7pp | 160.75%-140.5pp |
| Employer contribution / active EE | $1,621 | $2,282-29.0% | $2,966-45.3% | $2,671-39.3% |
| Participant deferral / active EE | $3,715 | $3,929-5.4% | $4,851-23.4% | $4,126-10.0% |
| Admin fee / account holder | $586 | $6,717-91.3% | $8,254-92.9% | $5,651-89.6% |