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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 | $19,781 | $73,978-73.3% | $96,515-79.5% | $75,173-73.7% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 45.62% | 26.72%+18.9pp | 35.73%+9.9pp | 160.72%-115.1pp |
| Employer contribution / active EE | $1,207 | $2,931-58.8% | $3,740-67.7% | $2,671-54.8% |
| Participant deferral / active EE | $3,614 | $3,660-1.3% | $4,880-25.9% | $4,126-12.4% |
| Admin fee / account holder | $2,621 | $5,219-49.8% | $6,735-61.1% | $5,651-53.6% |