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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 | $29,125 | $223,823-87.0% | $211,142-86.2% | $154,746-81.2% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 13.15% | 50.39%-37.2pp | 46.84%-33.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,853 | $6,787-72.7% | $6,442-71.2% | $4,379-57.7% |
| Participant deferral / active EE | $3,786 | $9,750-61.2% | $9,284-59.2% | $6,730-43.7% |
| Admin fee / account holder | $5,956 | $19,707-69.8% | $19,076-68.8% | $14,365-58.5% |