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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 | $39,517 | $275,752-85.7% | $256,809-84.6% | $198,609-80.1% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 21.02% | 34.81%-13.8pp | 32.73%-11.7pp | 202.70%-181.7pp |
| Employer contribution / active EE | $3,487 | $7,721-54.8% | $7,263-52.0% | $5,055-31.0% |
| Participant deferral / active EE | $4,359 | $10,037-56.6% | $9,520-54.2% | $6,977-37.5% |
| Admin fee / account holder | $11,284 | $25,716-56.1% | $25,146-55.1% | $19,030-40.7% |