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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 | $19,685 | $99,652-80.2% | $78,778-75.0% | $147,586-86.7% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 16.55% | 47.28%-30.7pp | 35.62%-19.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,288 | $2,796-53.9% | $1,986-35.2% | $4,876-73.6% |
| Participant deferral / active EE | $3,176 | $3,664-13.3% | $2,958+7.4% | $5,439-41.6% |
| Admin fee / account holder | $7,279 | $7,155+1.7% | $5,134+41.8% | $10,886-33.1% |