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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 | $19,667 | $99,652-80.3% | $78,778-75.0% | $147,586-86.7% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.2%-10.1pp | 82.8%-23.7pp |
| Annual return | 19.15% | 47.28%-28.1pp | 35.62%-16.5pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,270 | $2,796-54.6% | $1,986-36.0% | $4,876-74.0% |
| Participant deferral / active EE | $2,646 | $3,664-27.8% | $2,958-10.5% | $5,439-51.3% |
| Admin fee / account holder | $2,262 | $7,155-68.4% | $5,134-55.9% | $10,886-79.2% |