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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 | $20,521 | $99,652-79.4% | $78,778-74.0% | $147,586-86.1% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.2%-31.7pp | 82.8%-45.3pp |
| Annual return | 27.48% | 47.28%-19.8pp | 35.62%-8.1pp | 578.59%-551.1pp |
| Employer contribution / active EE | $1,009 | $2,796-63.9% | $1,986-49.2% | $4,876-79.3% |
| Participant deferral / active EE | $2,018 | $3,664-44.9% | $2,958-31.8% | $5,439-62.9% |
| Admin fee / account holder | $5,352 | $7,155-25.2% | $5,134+4.3% | $10,886-50.8% |