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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 | $20,287 | $113,016-82.0% | $103,486-80.4% | $74,459-72.8% |
| Participation rate | 46.2% | 80.8%-34.5pp | 80.5%-34.3pp | 67.2%-21.0pp |
| Annual return | 15.71% | 23.24%-7.5pp | 23.93%-8.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $1,833 | $4,881-62.5% | $4,679-60.8% | $2,626-30.2% |
| Participant deferral / active EE | $3,731 | $7,279-48.7% | $6,628-43.7% | $4,350-14.2% |
| Admin fee / account holder | $6,683 | $1,709+291.1% | $9,354-28.6% | $1,945+243.6% |