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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 | $22,601 | $223,823-89.9% | $211,142-89.3% | $154,746-85.4% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 20.30% | 50.39%-30.1pp | 46.84%-26.5pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,787 | $6,787-73.7% | $6,442-72.3% | $4,379-59.2% |
| Participant deferral / active EE | $3,321 | $9,750-65.9% | $9,284-64.2% | $6,730-50.7% |
| Admin fee / account holder | $22,562 | $19,707+14.5% | $19,076+18.3% | $14,365+57.1% |