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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 | $23,816 | $86,298-72.4% | $111,308-78.6% | $85,847-72.3% |
| Participation rate | 36.7% | 73.3%-36.7pp | 77.3%-40.7pp | 69.3%-32.7pp |
| Annual return | 16.94% | 19.99%-3.1pp | 54.67%-37.7pp | 318.61%-301.7pp |
| Employer contribution / active EE | $1,448 | $2,044-29.2% | $2,732-47.0% | $2,565-43.6% |
| Participant deferral / active EE | $3,800 | $3,641+4.4% | $4,487-15.3% | $3,952-3.9% |
| Admin fee / account holder | $1,188 | $8,189-85.5% | $7,965-85.1% | $6,261-81.0% |