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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 | $28,244 | $197,603-85.7% | $177,827-84.1% | $158,950-82.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 13.76% | 58.76%-45.0pp | 48.32%-34.6pp | 302.91%-289.1pp |
| Employer contribution / active EE | $1,531 | $6,698-77.1% | $5,918-74.1% | $4,762-67.9% |
| Participant deferral / active EE | $3,827 | $8,404-54.5% | $7,713-50.4% | $5,983-36.0% |
| Admin fee / account holder | $3,570 | $15,402-76.8% | $12,429-71.3% | $11,248-68.3% |