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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 | $20,467 | $93,589-78.1% | $135,942-84.9% | $75,181-72.8% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 17.01% | 30.90%-13.9pp | 68.28%-51.3pp | 160.69%-143.7pp |
| Employer contribution / active EE | $3,005 | $3,537-15.0% | $4,858-38.1% | $2,671+12.5% |
| Participant deferral / active EE | $5,860 | $6,405-8.5% | $7,759-24.5% | $4,126+42.0% |
| Admin fee / account holder | $17,388 | $6,977+149.2% | $10,764+61.5% | $5,650+207.8% |