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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 | $20,643 | $108,825-81.0% | $156,181-86.8% | $82,448-75.0% |
| Participation rate | 60.7% | 72.4%-11.7pp | 78.8%-18.1pp | 68.1%-7.4pp |
| Annual return | 37.33% | 20.59%+16.7pp | 64.87%-27.5pp | 41.64%-4.3pp |
| Employer contribution / active EE | $1,231 | $2,870-57.1% | $4,294-71.3% | $2,551-51.7% |
| Participant deferral / active EE | $2,151 | $4,577-53.0% | $6,132-64.9% | $4,139-48.0% |
| Admin fee / account holder | $3,475 | $9,341-62.8% | $14,586-76.2% | $7,234-52.0% |