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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 | $21,004 | $223,823-90.6% | $211,142-90.1% | $154,746-86.4% |
| Participation rate | 63.6% | 87.9%-24.2pp | 87.3%-23.7pp | 80.7%-17.1pp |
| Annual return | 23.12% | 50.39%-27.3pp | 46.84%-23.7pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,848 | $6,787-58.0% | $6,442-55.8% | $4,379-35.0% |
| Participant deferral / active EE | $3,365 | $9,750-65.5% | $9,284-63.8% | $6,730-50.0% |
| Admin fee / account holder | $3,087 | $19,707-84.3% | $19,076-83.8% | $14,365-78.5% |