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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 | $21,124 | $78,705-73.2% | $117,857-82.1% | $70,131-69.9% |
| Participation rate | 46.4% | 73.2%-26.8pp | 79.7%-33.2pp | 69.5%-23.1pp |
| Annual return | 22.15% | 23.30%-1.1pp | 335.09%-312.9pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,758 | $2,223-20.9% | $3,786-53.6% | $2,342-24.9% |
| Participant deferral / active EE | $3,210 | $3,297-2.6% | $4,482-28.4% | $3,332-3.7% |
| Admin fee / account holder | $3,875 | $5,065-23.5% | $8,020-51.7% | $4,645-16.6% |