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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 | $28,138 | $86,288-67.4% | $111,306-74.7% | $85,851-67.2% |
| Participation rate | 50.6% | 73.3%-22.7pp | 77.3%-26.7pp | 69.3%-18.7pp |
| Annual return | 16.18% | 19.99%-3.8pp | 54.67%-38.5pp | 318.63%-302.5pp |
| Employer contribution / active EE | $1,076 | $2,044-47.3% | $2,732-60.6% | $2,565-58.0% |
| Participant deferral / active EE | $3,062 | $3,641-15.9% | $4,488-31.8% | $3,952-22.5% |
| Admin fee / account holder | $3,985 | $8,189-51.3% | $7,966-50.0% | $6,261-36.4% |