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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 | $24,471 | $79,700-69.3% | $153,500-84.1% | $74,429-67.1% |
| Participation rate | 61.4% | 69.8%-8.4pp | 77.1%-15.7pp | 67.2%-5.8pp |
| Annual return | 15.67% | 15.07%+0.6pp | 15.70%0pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $1,485 | $4,016-63.0% | $5,039-70.5% | $2,625-43.4% |
| Participant deferral / active EE | $2,670 | $5,315-49.8% | $6,756-60.5% | $4,348-38.6% |
| Admin fee / account holder | $1,900 | $1,790+6.2% | $12,736-85.1% | $1,944-2.3% |