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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 | $22,978 | $96,731-76.2% | $123,973-81.5% | $86,983-73.6% |
| Participation rate | 69.4% | 70.0%-0.6pp | 76.7%-7.2pp | 69.5%-0.1pp |
| Annual return | 15.29% | 17.33%-2.0pp | 388.13%-372.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $2,001 | $3,297-39.3% | $4,126-51.5% | $2,584-22.6% |
| Participant deferral / active EE | $3,037 | $4,152-26.8% | $5,247-42.1% | $4,194-27.6% |
| Admin fee / account holder | $3,642 | $8,722-58.2% | $11,799-69.1% | $7,856-53.6% |