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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 | $27,933 | $162,812-82.8% | $133,971-79.1% | $158,966-82.4% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 29.53% | 41.94%-12.4pp | 45.09%-15.6pp | 302.95%-273.4pp |
| Employer contribution / active EE | $1,865 | $4,976-62.5% | $3,919-52.4% | $4,762-60.8% |
| Participant deferral / active EE | $3,853 | $5,910-34.8% | $5,047-23.7% | $5,983-35.6% |
| Admin fee / account holder | $352 | $11,741-97.0% | $8,929-96.1% | $11,250-96.9% |