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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 | $34,253 | $289,211-88.2% | $260,467-86.8% | $198,609-82.8% |
| Participation rate | 46.2% | 83.1%-37.0pp | 80.5%-34.3pp | 82.4%-36.2pp |
| Annual return | 9.93% | 112.90%-103.0pp | 100.60%-90.7pp | 202.70%-192.8pp |
| Employer contribution / active EE | $1,521 | $4,663-67.4% | $4,239-64.1% | $5,055-69.9% |
| Participant deferral / active EE | $1,726 | $6,812-74.7% | $6,319-72.7% | $6,977-75.3% |
| Admin fee / account holder | $1,528 | $16,236-90.6% | $15,461-90.1% | $19,030-92.0% |