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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 | $21,649 | $78,707-72.5% | $117,861-81.6% | $70,126-69.1% |
| Participation rate | 37.7% | 73.2%-35.5pp | 79.7%-41.9pp | 69.5%-31.8pp |
| Annual return | 16.33% | 23.30%-7.0pp | 335.11%-318.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,067 | $2,223-52.0% | $3,786-71.8% | $2,343-54.4% |
| Participant deferral / active EE | $3,047 | $3,297-7.6% | $4,482-32.0% | $3,332-8.6% |
| Admin fee / account holder | $1,186 | $5,066-76.6% | $8,021-85.2% | $4,645-74.5% |