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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 | $28,536 | $227,399-87.5% | $189,758-85.0% | $198,609-85.6% |
| Participation rate | 38.5% | 84.0%-45.5pp | 79.8%-41.3pp | 82.4%-43.9pp |
| Annual return | 28.53% | 61.03%-32.5pp | 52.62%-24.1pp | 202.70%-174.2pp |
| Employer contribution / active EE | $1,871 | $5,526-66.1% | $4,767-60.7% | $5,055-63.0% |
| Participant deferral / active EE | $4,483 | $6,837-34.4% | $5,856-23.4% | $6,977-35.7% |
| Admin fee / account holder | $394 | $25,162-98.4% | $20,388-98.1% | $19,030-97.9% |