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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 | $31,416 | $196,972-84.1% | $182,262-82.8% | $198,609-84.2% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 16.80% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $3,379 | $5,364-37.0% | $5,046-33.0% | $5,055-33.2% |
| Participant deferral / active EE | $4,224 | $8,643-51.1% | $8,276-49.0% | $6,977-39.5% |
| Admin fee / account holder | $3,965 | $18,429-78.5% | $16,712-76.3% | $19,030-79.2% |