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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 | $21,231 | $78,670-73.0% | $109,173-80.6% | $85,847-75.3% |
| Participation rate | 55.2% | 68.3%-13.1pp | 75.9%-20.7pp | 69.3%-14.1pp |
| Annual return | 17.55% | 25.09%-7.5pp | 25.75%-8.2pp | 318.61%-301.1pp |
| Employer contribution / active EE | $1,527 | $2,734-44.1% | $3,723-59.0% | $2,565-40.5% |
| Participant deferral / active EE | $2,903 | $3,467-16.3% | $4,654-37.6% | $3,952-26.6% |
| Admin fee / account holder | $2,360 | $5,469-56.9% | $6,755-65.1% | $6,261-62.3% |